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 9-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 | $67,068 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,656 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,383 | $106,028-48.7% | $146,958-63.0% | $77,643-30.0% |
| Participation rate | 86.5% | 78.4%+8.2pp | 82.2%+4.4pp | 70.6%+16.0pp |
| Annual return | 23.74% | 56.73%-33.0pp | 418.34%-394.6pp | 31.24%-7.5pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $10,199 | $7,990+27.6% | $8,070+26.4% | $4,647+119.5% |
| Admin fee / account holder | $101 | $337-70.2% | $12,998-99.2% | $430-76.6% |