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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$143,055 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,360 | $86,338+17.4% | $91,989+10.2% | $77,787+30.3% |
| Participation rate | 95.0% | 82.9%+12.0pp | 78.6%+16.3pp | 73.2%+21.8pp |
| Annual return | 24.80% | 29.65%-4.9pp | 69.02%-44.2pp | 32.57%-7.8pp |
| Employer contribution / active EE | $2,460 | $2,988-17.7% | $3,452-28.7% | $2,504-1.8% |
| Participant deferral / active EE | $5,709 | $6,908-17.4% | $5,923-3.6% | $3,967+43.9% |
| Admin fee / account holder | -$33 | $79-141.9% | $7,743-100.4% | $100-133.3% |