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 | $34,088 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,491 |
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 | $54,521 | $72,770-25.1% | $67,652-19.4% | $55,191-1.2% |
| Participation rate | 88.1% | 78.8%+9.3pp | 75.7%+12.4pp | 69.2%+18.9pp |
| Annual return | 1.65% | -3.26%+4.9pp | 6625.04%-6623.4pp | 10.78%-9.1pp |
| Employer contribution / active EE | $999 | $1,769-43.5% | $2,266-55.9% | $1,899-47.4% |
| Participant deferral / active EE | $4,573 | $3,408+34.2% | $3,560+28.5% | $3,046+50.1% |
| Admin fee / account holder | $68 | $79-13.3% | $4,821-98.6% | $91-24.7% |