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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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,144 |
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 | $63,448 | $66,310-4.3% | $93,606-32.2% | $65,185-2.7% |
| Participation rate | 94.8% | 74.0%+20.8pp | 75.8%+18.9pp | 70.2%+24.6pp |
| Annual return | 6.55% | 42.58%-36.0pp | 32.76%-26.2pp | 29.38%-22.8pp |
| Employer contribution / active EE | $588 | $2,012-70.8% | $2,718-78.4% | $2,177-73.0% |
| Participant deferral / active EE | $2,760 | $3,342-17.4% | $4,069-32.2% | $3,514-21.4% |
| Admin fee / account holder | $54 | $6,897-99.2% | $7,888-99.3% | $847-93.6% |