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 | $30,143 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,038 |
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 | $94,430 | $55,790+69.3% | $76,817+22.9% | $67,579+39.7% |
| Participation rate | 73.0% | 71.1%+1.9pp | 72.1%+0.9pp | 71.3%+1.7pp |
| Annual return | 24.80% | 64.45%-39.7pp | 1166.11%-1141.3pp | 378.56%-353.8pp |
| Employer contribution / active EE | $2,650 | $1,810+46.4% | $2,302+15.1% | $2,148+23.4% |
| Participant deferral / active EE | $4,672 | $2,875+62.5% | $3,336+40.1% | $3,539+32.0% |
| Admin fee / account holder | $147 | $159-7.3% | $6,420-97.7% | $142+3.7% |