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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,475 |
HLB GROSS COLLINS3 years Filed as: HLB GROSS COLLINS, P.C. Service code 10 · EIN 58-1367012 | Accounting | $15,945 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,544 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,490 | $92,055+3.7% | $106,213-10.1% | $77,643+23.0% |
| Participation rate | 92.9% | 81.0%+11.8pp | 75.3%+17.6pp | 70.6%+22.3pp |
| Annual return | 87.70% | 17.91%+69.8pp | 116.14%-28.4pp | 31.24%+56.5pp |
| Employer contribution / active EE | $2,418 | $3,367-28.2% | $3,171-23.8% | $2,726-11.3% |
| Participant deferral / active EE | $4,600 | $5,386-14.6% | $5,016-8.3% | $4,647-1.0% |
| Admin fee / account holder | $52 | $219-76.2% | $11,033-99.5% | $430-87.9% |