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) | $8,004 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,776 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $163,265 | $99,957+63.3% | $149,696+9.1% | $73,488+122.2% |
| Participation rate | 94.3% | 75.7%+18.6pp | 82.5%+11.8pp | 70.7%+23.6pp |
| Annual return | 16.17% | 53.87%-37.7pp | 276.60%-260.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,433 | $3,191+7.6% | $4,644-26.1% | $2,270+51.2% |
| Participant deferral / active EE | $9,918 | $6,073+63.3% | $6,842+45.0% | $3,740+165.2% |
| Admin fee / account holder | -$56 | $551-110.2% | $9,309-100.6% | $513-111.0% |