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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,891 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,973 |
ABD RETIREMENT SERVICES INC2 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $14,865 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,059 | $101,523-66.5% | $141,162-75.9% | $77,787-56.2% |
| Participation rate | 90.8% | 77.4%+13.4pp | 82.5%+8.3pp | 73.2%+17.6pp |
| Annual return | 54.98% | 56.22%-1.2pp | 71.39%-16.4pp | 32.57%+22.4pp |
| Employer contribution / active EE | $61 | $3,341-98.2% | $4,735-98.7% | $2,504-97.5% |
| Participant deferral / active EE | $14,420 | $6,434+124.1% | $6,709+114.9% | $3,967+263.5% |
| Admin fee / account holder | $41 | $92-55.0% | $10,261-99.6% | $100-58.8% |