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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,231 |
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 | $103,136 | $37,196+177.3% | $154,107-33.1% | $55,725+85.1% |
| Participation rate | 82.3% | 64.1%+18.2pp | 83.0%-0.7pp | 70.9%+11.5pp |
| Annual return | -3.77% | 1319.68%-1323.4pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $11,598 | $1,614+618.6% | $5,298+118.9% | $2,078+458.1% |
| Participant deferral / active EE | $14,141 | $2,068+583.8% | $5,081+178.3% | $3,356+321.4% |
| Admin fee / account holder | $46 | $102-54.8% | $13,411-99.7% | $115-60.1% |