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) | $6,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,897 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,674 | $65,061-37.5% | $143,757-71.7% | $66,914-39.2% |
| Participation rate | 96.3% | 65.2%+31.1pp | 80.3%+16.0pp | 69.8%+26.5pp |
| Annual return | -16.74% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $14,227 | $2,361+502.7% | $4,951+187.4% | $2,544+459.2% |
| Participant deferral / active EE | $20,244 | $2,919+593.6% | $5,637+259.1% | $4,237+377.8% |
| Admin fee / account holder | -$29 | $502-105.8% | $14,673-100.2% | $593-104.9% |