Filed August 28, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,283 |
MARQUETTE ASSOCIATES5+ years Service code 16 · EIN 36-3485298 | Consulting | $13,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,710 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,916 | $96,403-1.5% | $93,606+1.4% | $77,787+22.0% |
| Participation rate | 96.0% | 87.6%+8.4pp | 75.8%+20.2pp | 73.2%+22.8pp |
| Annual return | 32.17% | 39.36%-7.2pp | 32.76%-0.6pp | 32.57%-0.4pp |
| Employer contribution / active EE | $1,745 | $3,616-51.7% | $2,718-35.8% | $2,504-30.3% |
| Participant deferral / active EE | $5,098 | $5,341-4.5% | $4,069+25.3% | $3,967+28.5% |
| Admin fee / account holder | $21 | $90-76.6% | $7,888-99.7% | $100-79.0% |