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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,558 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,720 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,554 | $185,342-63.0% | $111,297-38.4% | $86,799-21.0% |
| Participation rate | 91.9% | 81.0%+10.9pp | 77.3%+14.6pp | 72.3%+19.6pp |
| Annual return | 16.06% | 500.80%-484.7pp | 54.65%-38.6pp | 97.91%-81.9pp |
| Employer contribution / active EE | $1,852 | $2,246-17.6% | $2,731-32.2% | $2,405-23.0% |
| Participant deferral / active EE | $4,538 | $4,458+1.8% | $4,487+1.1% | $4,131+9.9% |
| Admin fee / account holder | $44 | $255-83.0% | $7,964-99.5% | $170-74.3% |