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) | $24,816 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF Service code 10 · EIN 81-3391684 | Accounting | $14,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$82,922 |
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 | $128,529 | $62,928+104.2% | $172,739-25.6% | $67,579+90.2% |
| Participation rate | 77.2% | 64.5%+12.7pp | 82.6%-5.5pp | 71.3%+5.9pp |
| Annual return | 26.38% | 30.36%-4.0pp | 802.84%-776.5pp | 378.56%-352.2pp |
| Employer contribution / active EE | $10,804 | $1,636+560.4% | $5,143+110.1% | $2,148+403.0% |
| Participant deferral / active EE | $13,426 | $2,145+526.0% | $5,198+158.3% | $3,539+279.3% |
| Admin fee / account holder | -$120 | $167-171.8% | $13,954-100.9% | $142-184.0% |