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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) | $5,967 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,669 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,071 | $63,299+6.0% | $91,001-26.3% | $62,292+7.7% |
| Participation rate | 94.3% | 73.3%+21.0pp | 75.6%+18.7pp | 69.5%+24.8pp |
| Annual return | 13.17% | 20.99%-7.8pp | 4.60%+8.6pp | 28.90%-15.7pp |
| Employer contribution / active EE | $431 | $1,807-76.1% | $2,456-82.4% | $2,042-78.9% |
| Participant deferral / active EE | $2,130 | $2,943-27.6% | $3,547-40.0% | $3,169-32.8% |
| Admin fee / account holder | $50 | $468-89.3% | $5,417-99.1% | $479-89.5% |