Filed August 12, 2025
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 9-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 60 · EIN 04-2647786 | Sub-TA Fees | $61,938 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,994 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,966 | $42,504-41.3% | $159,960-84.4% | $77,904-68.0% |
| Participation rate | 90.3% | 66.9%+23.4pp | 78.0%+12.4pp | 73.7%+16.7pp |
| Annual return | -7.53% | -12.43%+4.9pp | 408.60%-416.1pp | 12.21%-19.7pp |
| Employer contribution / active EE | $6 | $1,684-99.7% | $4,226-99.9% | $2,848-99.8% |
| Participant deferral / active EE | $10,792 | $3,919+175.4% | $6,182+74.6% | $4,806+124.6% |
| Admin fee / account holder | $16 | $98-83.1% | $8,698-99.8% | $133-87.6% |