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 5-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 27 · EIN 43-1451524 | Advisory (Plan) | $61,452 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,900 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,220 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,373 | $108,719+2.4% | $101,326+9.9% | $85,563+30.2% |
| Participation rate | 89.1% | 80.9%+8.2pp | 81.5%+7.6pp | 66.0%+23.1pp |
| Annual return | 16.83% | 20.95%-4.1pp | 36.82%-20.0pp | 31.51%-14.7pp |
| Employer contribution / active EE | $3,105 | $3,114-0.3% | $3,665-15.3% | $2,654+17.0% |
| Participant deferral / active EE | $8,127 | $8,545-4.9% | $7,994+1.7% | $4,375+85.8% |
| Admin fee / account holder | $121 | $685-82.3% | $11,185-98.9% | $834-85.5% |