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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $106,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | $106,436 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,774 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,812 | $82,202-21.2% | $125,339-48.3% | $64,8080% |
| Participation rate | 95.5% | 77.9%+17.7pp | 82.4%+13.2pp | 71.5%+24.1pp |
| Annual return | 34.53% | 3.48%+31.1pp | 572.05%-537.5pp | 32.82%+1.7pp |
| Employer contribution / active EE | $4,093 | $3,615+13.2% | $4,814-15.0% | $2,506+63.3% |
| Participant deferral / active EE | $10,035 | $7,175+39.9% | $7,446+34.8% | $4,310+132.8% |
| Admin fee / account holder | $177 | $163+8.6% | $10,010-98.2% | $188-5.6% |