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 | $36,897 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,091 |
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 | $43,844 | $96,458-54.5% | $136,294-67.8% | $77,958-43.8% |
| Participation rate | 76.4% | 75.4%+1.0pp | 81.9%-5.6pp | 71.6%+4.7pp |
| Annual return | 41.65% | 23.78%+17.9pp | 5155.94%-5114.3pp | 20.87%+20.8pp |
| Employer contribution / active EE | $718 | $3,144-77.2% | $4,695-84.7% | $2,310-68.9% |
| Participant deferral / active EE | $3,761 | $5,902-36.3% | $6,247-39.8% | $3,537+6.3% |
| Admin fee / account holder | $11 | $80-86.2% | $9,243-99.9% | $97-88.6% |