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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,038 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,791 |
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 | $62,253 | $122,693-49.3% | $184,203-66.2% | $199,593-68.8% |
| Participation rate | 94.8% | 86.8%+8.1pp | 86.8%+8.0pp | 72.0%+22.9pp |
| Annual return | 14.12% | 143.91%-129.8pp | 28.81%-14.7pp | 34.25%-20.1pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $10,383 | $7,990+29.9% | $9,131+13.7% | $5,087+104.1% |
| Admin fee / account holder | $6 | $121-95.2% | $13,901-100.0% | $269-97.8% |