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 | $34,109 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,408 |
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 | $112,669 | $61,473+83.3% | $81,930+37.5% | $73,409+53.5% |
| Participation rate | 70.1% | 72.4%-2.3pp | 72.0%-1.9pp | 72.2%-2.1pp |
| Annual return | 14.80% | 28.26%-13.5pp | 29.49%-14.7pp | 59.29%-44.5pp |
| Employer contribution / active EE | $3,056 | $1,898+61.0% | $4,310-29.1% | $2,234+36.8% |
| Participant deferral / active EE | $5,442 | $3,080+76.7% | $7,107-23.4% | $3,805+43.0% |
| Admin fee / account holder | $176 | $125+40.3% | $5,158-96.6% | $158+11.5% |