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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $594 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,543 | $82,664-15.9% | $125,339-44.5% | $68,494+1.5% |
| Participation rate | 93.6% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -16.53% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,888 | $3,381+103.7% | $4,814+43.1% | $2,596+165.3% |
| Participant deferral / active EE | $14,269 | $6,110+133.5% | $7,446+91.6% | $4,027+254.3% |
| Admin fee / account holder | $39 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |