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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,711 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,250 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $14,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,482 |
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 | $164,536 | $52,293+214.6% | $178,490-7.8% | $73,409+124.1% |
| Participation rate | 76.3% | 65.3%+11.0pp | 81.9%-5.6pp | 72.2%+4.1pp |
| Annual return | 21.27% | 34.75%-13.5pp | 151.07%-129.8pp | 59.29%-38.0pp |
| Employer contribution / active EE | $13,369 | $1,735+670.4% | $5,011+166.8% | $2,234+498.5% |
| Participant deferral / active EE | $14,856 | $2,332+537.0% | $5,202+185.6% | $3,805+290.4% |
| Admin fee / account holder | $157 | $127+23.5% | $13,984-98.9% | $158-0.4% |