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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | $944 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,316 | $46,173+121.6% | $170,442-40.0% | $69,631+46.9% |
| Participation rate | 84.7% | 63.9%+20.8pp | 83.6%+1.1pp | 70.7%+14.0pp |
| Annual return | 34.57% | 21.62%+12.9pp | 205.93%-171.4pp | 27571.02%-27536.5pp |
| Employer contribution / active EE | $11,210 | $1,610+596.4% | $5,433+106.3% | $2,032+451.6% |
| Participant deferral / active EE | $13,203 | $2,080+534.7% | $4,939+167.3% | $3,224+309.6% |
| Admin fee / account holder | $25 | $116-78.7% | $13,880-99.8% | $110-77.7% |