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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.
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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 | $80,430 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,631 |
Filed as: NEWFRONT RETIREMENT SERVICES Service code 49 · EIN 80-0833114 | Other Services | $29,950 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,531 | $107,459-35.3% | $135,903-48.8% | $80,160-13.3% |
| Participation rate | 93.5% | 78.0%+15.5pp | 81.9%+11.6pp | 72.9%+20.6pp |
| Annual return | 30.08% | 91.91%-61.8pp | 68.23%-38.1pp | 40.38%-10.3pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $17,872 | $8,195+118.1% | $7,758+130.4% | $5,017+256.2% |
| Admin fee / account holder | $56 | $127-55.5% | $10,762-99.5% | $145-61.1% |