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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,432 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,359 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,375 | $91,372-30.6% | $129,995-51.2% | $74,419-14.8% |
| Participation rate | 96.4% | 77.8%+18.7pp | 78.5%+18.0pp | 70.7%+25.7pp |
| Annual return | 18.37% | 23.21%-4.8pp | -137.18%+155.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,570 | $2,563-38.8% | $4,320-63.7% | $2,637-40.5% |
| Participant deferral / active EE | $7,109 | $4,721+50.6% | $5,820+22.1% | $4,528+57.0% |
| Admin fee / account holder | $108 | $283-61.9% | $10,614-99.0% | $348-69.0% |