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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $347,203 |
AON CONSULTING2 years Filed as: AON Service code 27 · EIN 36-3109431 | Advisory (Plan) | $124,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$205,507 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,492 | $127,481+114.5% | $149,696+82.7% | $90,288+202.9% |
| Participation rate | 95.7% | 78.2%+17.4pp | 82.5%+13.2pp | 73.4%+22.3pp |
| Annual return | 16.59% | 57.78%-41.2pp | 276.60%-260.0pp | 53.97%-37.4pp |
| Employer contribution / active EE | $5,485 | $3,448+59.1% | $4,644+18.1% | $2,524+117.3% |
| Participant deferral / active EE | $12,311 | $6,975+76.5% | $6,842+79.9% | $4,232+190.9% |
| Admin fee / account holder | $168 | $152+10.5% | $9,309-98.2% | $114+47.0% |