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 | $38,880 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,255 |
Form 5500 reported that benefits due were not provided when due.
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 | $85,770 | $73,404+16.8% | $87,100-1.5% | $67,579+26.9% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.9%+20.2pp | 71.3%+25.8pp |
| Annual return | 22.27% | 48.29%-26.0pp | 28.19%-5.9pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,304 | $2,014+14.4% | $2,521-8.6% | $2,148+7.3% |
| Participant deferral / active EE | $6,697 | $3,913+71.2% | $4,049+65.4% | $3,539+89.2% |
| Admin fee / account holder | $98 | $142-30.5% | $7,497-98.7% | $142-30.8% |