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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $280,984 |
AON CONSULTING4 years Filed as: AON Service code 27 · EIN 36-3109431 | Advisory (Plan) | $127,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$280,005 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,270 | $95,388+138.3% | $125,339+81.3% | $77,904+191.7% |
| Participation rate | 95.8% | 78.6%+17.2pp | 82.4%+13.4pp | 73.7%+22.1pp |
| Annual return | -16.47% | 116.19%-132.7pp | 572.05%-588.5pp | 12.21%-28.7pp |
| Employer contribution / active EE | $5,669 | $3,666+54.6% | $4,814+17.8% | $2,848+99.1% |
| Participant deferral / active EE | $12,476 | $7,711+61.8% | $7,446+67.5% | $4,806+159.6% |
| Admin fee / account holder | $121 | $119+1.9% | $10,010-98.8% | $133-8.6% |