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.8 years Filed as: STRATEGIC CAPITAL INVEST ADVS., INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $51,000 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $40,892 |
MARY MCMULLIN6 years Service code 30 · EIN 36-6754873 | Employee (plan) | $35,867 |
JOHNSON & KROL, LLC9+ years Service code 29 · EIN 36-4342024 | Legal | $15,468 |
Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,350 |
BASYS3 years Filed as: BASYS, INC Service code 15 · EIN 52-1796473 | Recordkeeping | $7,227 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $5,138 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,961 | $88,480+50.3% | $96,683+37.5% | $80,160+65.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.80% | 22.53%-10.7pp | 35.69%-23.9pp | 40.38%-28.6pp |
| Employer contribution / active EE | $8,886 | $4,176+112.8% | $3,737+137.8% | $2,978+198.4% |
| Participant deferral / active EE | $1,430 | $3,959-63.9% | $4,878-70.7% | $5,017-71.5% |
| Admin fee / account holder | $690 | $212+225.9% | $6,730-89.7% | $145+376.2% |