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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,045 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,141 | $73,360+85.6% | $177,989-23.5% | $74,495+82.8% |
| Participation rate | 99.0% | 66.6%+32.4pp | 77.1%+21.9pp | 67.2%+31.8pp |
| Annual return | 14.69% | 17.49%-2.8pp | 294.48%-279.8pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $5,389 | $2,216+143.1% | $3,949+36.5% | $2,623+105.4% |
| Participant deferral / active EE | $12,771 | $4,513+182.9% | $6,276+103.5% | $4,346+193.9% |
| Admin fee / account holder | $369 | $1,808-79.6% | $10,363-96.4% | $1,942-81.0% |