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 8-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 | $35,401 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,029 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,096 | $96,458-66.7% | $136,294-76.5% | $77,958-58.8% |
| Participation rate | 89.9% | 75.4%+14.5pp | 81.9%+7.9pp | 71.6%+18.2pp |
| Annual return | 17.92% | 23.78%-5.9pp | 5155.94%-5138.0pp | 20.87%-3.0pp |
| Employer contribution / active EE | $758 | $3,144-75.9% | $4,695-83.9% | $2,310-67.2% |
| Participant deferral / active EE | $2,209 | $5,902-62.6% | $6,247-64.6% | $3,537-37.5% |
| Admin fee / account holder | $24 | $80-69.6% | $9,243-99.7% | $97-74.9% |