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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,418 |
MARQUETTE ASSOCIATES6+ years Service code 16 180 N LA SALLE ST · CHICAGO, IL 60601 | Consulting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,646 |
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 | $101,287 | $105,190-3.7% | $98,907+2.4% | $90,288+12.2% |
| Participation rate | 97.5% | 86.4%+11.2pp | 76.0%+21.5pp | 73.4%+24.2pp |
| Annual return | 17.13% | 18.52%-1.4pp | 196.43%-179.3pp | 53.97%-36.8pp |
| Employer contribution / active EE | $1,920 | $3,831-49.9% | $2,689-28.6% | $2,524-23.9% |
| Participant deferral / active EE | $5,629 | $5,616+0.2% | $4,244+32.6% | $4,232+33.0% |
| Admin fee / account holder | $14 | $97-85.5% | $6,642-99.8% | $114-87.6% |