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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $81,170 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 27 · EIN 43-1685158 | Advisory (Plan) | $40,000 |
SCHEFFEL BOYLE7 years Service code 10 · EIN 37-1206530 | Accounting | $24,400 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,854 |
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 | $37,457 | $54,193-30.9% | $93,606-60.0% | $77,643-51.8% |
| Participation rate | 78.4% | 63.9%+14.4pp | 68.7%+9.7pp | 70.6%+7.8pp |
| Annual return | 13.39% | 30.54%-17.2pp | 133.20%-119.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,173 | $1,168+0.5% | $2,420-51.5% | $2,726-57.0% |
| Participant deferral / active EE | $3,244 | $3,144+3.2% | $4,411-26.5% | $4,647-30.2% |
| Admin fee / account holder | $171 | $576-70.4% | $8,285-97.9% | $430-60.4% |