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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,016 |
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 | $192,298 | $86,225+123.0% | $146,665+31.1% | $86,799+121.5% |
| Participation rate | 90.5% | 78.0%+12.6pp | 80.1%+10.5pp | 72.3%+18.3pp |
| Annual return | 17.65% | 31.23%-13.6pp | 22.74%-5.1pp | 97.91%-80.3pp |
| Employer contribution / active EE | $7,265 | $2,392+203.7% | $4,136+75.6% | $2,405+202.0% |
| Participant deferral / active EE | $9,518 | $4,245+124.2% | $5,506+72.9% | $4,131+130.4% |
| Admin fee / account holder | -$52 | $195-126.4% | $10,280-100.5% | $170-130.4% |