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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,339 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,786 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,875 | $59,417+26.0% | $93,606-20.0% | $74,495+0.5% |
| Participation rate | 90.0% | 59.7%+30.3pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 14.11% | 81.83%-67.7pp | 133.20%-119.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $544 | $1,264-56.9% | $2,420-77.5% | $2,623-79.3% |
| Participant deferral / active EE | $3,713 | $3,050+21.7% | $4,411-15.8% | $4,346-14.6% |
| Admin fee / account holder | $188 | $3,021-93.8% | $8,285-97.7% | $1,942-90.3% |