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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,992 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,013 |
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 | $74,069 | $58,083+27.5% | $80,019-7.4% | $56,287+31.6% |
| Participation rate | 95.7% | 73.6%+22.0pp | 75.8%+19.8pp | 69.9%+25.8pp |
| Annual return | 10.41% | 34.61%-24.2pp | 11.22%-0.8pp | -9.96%+20.4pp |
| Employer contribution / active EE | $599 | $1,932-69.0% | $2,468-75.7% | $2,111-71.6% |
| Participant deferral / active EE | $2,467 | $3,135-21.3% | $3,686-33.1% | $3,350-26.4% |
| Admin fee / account holder | $60 | $623-90.3% | $6,521-99.1% | $521-88.4% |