See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,506,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | $521,878 |
MERCER8 years Service code 16 · EIN 13-2834414 | Consulting | $77,520 |
WITHUMSMITH+BROWN, PC4 years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $29,500 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,889 | $103,482+13.9% | $94,646+24.6% | $103,482+13.9% |
| Participation rate | 93.6% | 73.3%+20.3pp | 80.8%+12.7pp | 73.3%+20.3pp |
| Annual return | 17.22% | 33.11%-15.9pp | 156.71%-139.5pp | 33.11%-15.9pp |
| Employer contribution / active EE | $3,027 | $3,208-5.6% | $3,672-17.6% | $3,208-5.6% |
| Participant deferral / active EE | $6,897 | $5,207+32.4% | $7,418-7.0% | $5,207+32.4% |
| Admin fee / account holder | $147 | $114+28.7% | $7,231-98.0% | $114+28.7% |