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 Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,089 |
JGD & ASSOCIATES LLP1 year Service code 27 · EIN 95-3132551 | Advisory (Plan) | $15,750 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$63,393 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $220,872 | $119,446+84.9% | $150,045+47.2% | $85,563+158.1% |
| Participation rate | 91.2% | 75.4%+15.8pp | 82.3%+8.9pp | 66.0%+25.3pp |
| Annual return | 16.17% | 23.72%-7.6pp | 62.55%-46.4pp | 31.51%-15.3pp |
| Employer contribution / active EE | $6,609 | $4,078+62.0% | $4,693+40.8% | $2,654+149.0% |
| Participant deferral / active EE | $14,195 | $7,985+77.8% | $7,997+77.5% | $4,375+224.4% |
| Admin fee / account holder | -$73 | $548-113.4% | $13,435-100.5% | $834-108.8% |