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 8-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 | $20,045 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,182 |
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 | $58,957 | $119,446-50.6% | $150,045-60.7% | $85,563-31.1% |
| Participation rate | 85.1% | 75.4%+9.7pp | 82.3%+2.8pp | 66.0%+19.1pp |
| Annual return | 29.26% | 23.72%+5.5pp | 62.55%-33.3pp | 31.51%-2.3pp |
| Employer contribution / active EE | $3,476 | $4,078-14.8% | $4,693-25.9% | $2,654+31.0% |
| Participant deferral / active EE | $6,757 | $7,985-15.4% | $7,997-15.5% | $4,375+54.4% |
| Admin fee / account holder | $52 | $548-90.6% | $13,435-99.6% | $834-93.8% |