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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $181,996 |
AON CONSULTING1 year Filed as: AON Service code 27 · EIN 36-3109431 | Advisory (Plan) | $61,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $248,485 | $101,523+144.8% | $141,162+76.0% | $77,787+219.4% |
| Participation rate | 95.4% | 77.4%+18.0pp | 82.5%+12.9pp | 73.2%+22.2pp |
| Annual return | 20.69% | 56.22%-35.5pp | 71.39%-50.7pp | 32.57%-11.9pp |
| Employer contribution / active EE | $5,422 | $3,341+62.3% | $4,735+14.5% | $2,504+116.5% |
| Participant deferral / active EE | $12,312 | $6,434+91.4% | $6,709+83.5% | $3,967+210.3% |
| Admin fee / account holder | $243 | $92+165.8% | $10,261-97.6% | $100+143.1% |