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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,188 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,285 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,097 | $73,638+60.4% | $95,952+23.1% | $73,488+60.7% |
| Participation rate | 88.7% | 76.2%+12.6pp | 77.1%+11.7pp | 70.7%+18.1pp |
| Annual return | 18.02% | 16.78%+1.2pp | 91.61%-73.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $3,092 | $1,863+65.9% | $2,541+21.7% | $2,270+36.2% |
| Participant deferral / active EE | $6,162 | $3,617+70.4% | $4,167+47.9% | $3,740+64.8% |
| Admin fee / account holder | $35 | $482-92.7% | $6,795-99.5% | $513-93.2% |