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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) | $8,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,296 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $160,570 | $73,102+119.7% | $123,544+30.0% | $56,287+185.3% |
| Participation rate | 97.1% | 74.3%+22.8pp | 82.3%+14.8pp | 69.9%+27.3pp |
| Annual return | -8.08% | 3.01%-11.1pp | 119.20%-127.3pp | -9.96%+1.9pp |
| Employer contribution / active EE | $19,639 | $2,977+559.7% | $4,628+324.4% | $2,111+830.3% |
| Participant deferral / active EE | $10,159 | $5,423+87.3% | $6,426+58.1% | $3,350+203.3% |
| Admin fee / account holder | $45 | $554-91.9% | $9,284-99.5% | $521-91.4% |