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 37 · EIN 04-2647786 | Loan Processing | $56,389 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,284 |
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 | $54,423 | $73,404-25.9% | $87,100-37.5% | $67,579-19.5% |
| Participation rate | 89.1% | 80.9%+8.3pp | 76.9%+12.3pp | 71.3%+17.9pp |
| Annual return | 20.37% | 48.29%-27.9pp | 28.19%-7.8pp | 378.56%-358.2pp |
| Employer contribution / active EE | $2,544 | $2,014+26.3% | $2,521+0.9% | $2,148+18.4% |
| Participant deferral / active EE | $3,782 | $3,913-3.3% | $4,049-6.6% | $3,539+6.8% |
| Admin fee / account holder | $81 | $142-42.5% | $7,497-98.9% | $142-42.8% |