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 4-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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,587 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,934 |
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 | $73,183 | $89,808-18.5% | $100,391-27.1% | $77,643-5.7% |
| Participation rate | 97.7% | 81.2%+16.5pp | 81.5%+16.2pp | 70.6%+27.1pp |
| Annual return | 31.79% | 20.62%+11.2pp | 49.20%-17.4pp | 31.24%+0.5pp |
| Employer contribution / active EE | $8,313 | $3,039+173.6% | $3,942+110.9% | $2,726+205.0% |
| Participant deferral / active EE | $11,484 | $8,284+38.6% | $8,082+42.1% | $4,647+147.1% |
| Admin fee / account holder | $40 | $174-77.2% | $7,899-99.5% | $430-90.7% |