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 | $8,074 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,558 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,077 | $81,908+21.0% | $90,749+9.2% | $64,808+52.9% |
| Participation rate | 95.5% | 80.5%+15.0pp | 75.7%+19.8pp | 71.5%+24.0pp |
| Annual return | -17.17% | -12.53%-4.6pp | -12.16%-5.0pp | 32.82%-50.0pp |
| Employer contribution / active EE | $4,422 | $3,065+44.3% | $2,921+51.4% | $2,506+76.5% |
| Participant deferral / active EE | $6,893 | $4,840+42.4% | $4,564+51.0% | $4,310+59.9% |
| Admin fee / account holder | $36 | $157-76.8% | $8,445-99.6% | $188-80.6% |