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 | $25,733 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,434 |
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 | $73,911 | $48,261+53.1% | $68,793+7.4% | $55,725+32.6% |
| Participation rate | 73.5% | 71.0%+2.5pp | 72.2%+1.3pp | 70.9%+2.7pp |
| Annual return | 6.76% | -2.61%+9.4pp | -4.63%+11.4pp | 244.93%-238.2pp |
| Employer contribution / active EE | $2,482 | $1,742+42.4% | $2,625-5.5% | $2,078+19.4% |
| Participant deferral / active EE | $4,072 | $2,712+50.2% | $3,311+23.0% | $3,356+21.3% |
| Admin fee / account holder | $113 | $126-10.2% | $5,131-97.8% | $115-1.7% |