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 | $157,422 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,336 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,623 | $84,993+10.2% | $129,995-28.0% | $80,160+16.8% |
| Participation rate | 94.5% | 79.5%+15.0pp | 78.5%+16.0pp | 72.9%+21.5pp |
| Annual return | 20.89% | 23.76%-2.9pp | -137.18%+158.1pp | 40.38%-19.5pp |
| Employer contribution / active EE | $4,945 | $3,051+62.1% | $4,320+14.5% | $2,978+66.1% |
| Participant deferral / active EE | $11,338 | $4,984+127.5% | $5,820+94.8% | $5,017+126.0% |
| Admin fee / account holder | $71 | $391-81.8% | $10,614-99.3% | $145-50.9% |