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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,377 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,358 |
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 | $74,089 | $63,905+15.9% | $74,183-0.1% | $57,658+28.5% |
| Participation rate | 89.1% | 79.8%+9.3pp | 76.6%+12.5pp | 70.2%+18.9pp |
| Annual return | 6.89% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,839 | $1,840-0.1% | $2,370-22.4% | $1,974-6.8% |
| Participant deferral / active EE | $4,848 | $3,448+40.6% | $3,550+36.6% | $3,061+58.4% |
| Admin fee / account holder | $112 | $91+23.3% | $5,586-98.0% | $95+18.8% |