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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,537 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,559 | $87,621+29.6% | $86,436+31.4% | $77,904+45.8% |
| Participation rate | 96.1% | 85.8%+10.4pp | 80.3%+15.8pp | 73.7%+22.5pp |
| Annual return | -18.34% | -13.90%-4.4pp | 4394.89%-4413.2pp | 12.21%-30.5pp |
| Employer contribution / active EE | $2,719 | $3,474-21.7% | $3,769-27.9% | $2,848-4.5% |
| Participant deferral / active EE | $6,615 | $8,645-23.5% | $6,952-4.8% | $4,806+37.7% |
| Admin fee / account holder | $20 | $85-76.1% | $6,731-99.7% | $133-84.7% |