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 | $52,436 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,522 |
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 | $57,217 | $101,523-43.6% | $141,162-59.5% | $77,787-26.4% |
| Participation rate | 81.3% | 77.4%+3.9pp | 82.5%-1.2pp | 73.2%+8.1pp |
| Annual return | 24.73% | 56.22%-31.5pp | 71.39%-46.7pp | 32.57%-7.8pp |
| Employer contribution / active EE | $906 | $3,341-72.9% | $4,735-80.9% | $2,504-63.8% |
| Participant deferral / active EE | $5,754 | $6,434-10.6% | $6,709-14.2% | $3,967+45.0% |
| Admin fee / account holder | $27 | $92-70.7% | $10,261-99.7% | $100-73.2% |