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 | $63,815 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,586 |
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 | $67,473 | $127,481-47.1% | $149,696-54.9% | $90,288-25.3% |
| Participation rate | 80.9% | 78.2%+2.7pp | 82.5%-1.5pp | 73.4%+7.6pp |
| Annual return | 17.88% | 57.78%-39.9pp | 276.60%-258.7pp | 53.97%-36.1pp |
| Employer contribution / active EE | $478 | $3,448-86.1% | $4,644-89.7% | $2,524-81.0% |
| Participant deferral / active EE | $5,783 | $6,975-17.1% | $6,842-15.5% | $4,232+36.6% |
| Admin fee / account holder | $34 | $152-77.3% | $9,309-99.6% | $114-69.8% |