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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $388 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,833 | $77,813+25.7% | $123,544-20.8% | $64,186+52.4% |
| Participation rate | 94.5% | 74.7%+19.8pp | 82.3%+12.2pp | 69.6%+25.0pp |
| Annual return | -4.83% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,597 | $3,014-47.0% | $4,628-65.5% | $2,381-32.9% |
| Participant deferral / active EE | $5,171 | $5,240-1.3% | $6,426-19.5% | $3,470+49.0% |
| Admin fee / account holder | $75 | $5,519-98.6% | $9,284-99.2% | $4,888-98.5% |