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 6-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 ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,047 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$283 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,459 | $79,013-34.9% | $100,391-48.7% | $74,495-30.9% |
| Participation rate | 84.8% | 79.5%+5.3pp | 81.5%+3.3pp | 67.2%+17.6pp |
| Annual return | 18.08% | 20.41%-2.3pp | 49.20%-31.1pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $6,415 | $3,021+112.3% | $3,942+62.7% | $2,623+144.6% |
| Participant deferral / active EE | $13,282 | $7,760+71.2% | $8,082+64.3% | $4,346+205.6% |
| Admin fee / account holder | $4 | $1,320-99.7% | $7,899-100.0% | $1,942-99.8% |