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 | $58,362 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,760 |
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 | $45,411 | $88,874-48.9% | $123,544-63.2% | $75,289-39.7% |
| Participation rate | 77.6% | 75.9%+1.8pp | 82.3%-4.7pp | 72.4%+5.2pp |
| Annual return | -5.47% | 4.22%-9.7pp | 119.20%-124.7pp | -0.04%-5.4pp |
| Employer contribution / active EE | $779 | $3,256-76.1% | $4,628-83.2% | $2,405-67.6% |
| Participant deferral / active EE | $5,532 | $6,174-10.4% | $6,426-13.9% | $3,739+48.0% |
| Admin fee / account holder | $20 | $95-78.4% | $9,284-99.8% | $102-80.0% |