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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,020 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,023 |
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 | $191,077 | $106,028+80.2% | $146,958+30.0% | $77,643+146.1% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.1pp | 70.6%+23.6pp |
| Annual return | 20.11% | 56.73%-36.6pp | 418.34%-398.2pp | 31.24%-11.1pp |
| Employer contribution / active EE | $16,276 | $4,063+300.6% | $4,933+229.9% | $2,726+497.1% |
| Participant deferral / active EE | $16,994 | $7,990+112.7% | $8,070+110.6% | $4,647+265.7% |
| Admin fee / account holder | $105 | $337-68.8% | $12,998-99.2% | $430-75.5% |