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 7-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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$163,607 |
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 | $216,757 | $104,919+106.6% | $116,228+86.5% | $85,563+153.3% |
| Participation rate | 99.6% | 78.6%+21.0pp | 74.6%+25.0pp | 66.0%+33.6pp |
| Annual return | 18.95% | 15.38%+3.6pp | 90.06%-71.1pp | 31.51%-12.6pp |
| Employer contribution / active EE | $7,432 | $3,485+113.2% | $2,994+148.2% | $2,654+180.1% |
| Participant deferral / active EE | $10,974 | $5,306+106.8% | $4,953+121.6% | $4,375+150.8% |
| Admin fee / account holder | -$135 | $429-131.6% | $11,989-101.1% | $834-116.2% |