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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $170,178 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,952 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,408 | $87,670-64.2% | $123,104-74.5% | $69,651-54.9% |
| Participation rate | 91.8% | 87.8%+4.1pp | 86.8%+5.1pp | 66.6%+25.3pp |
| Annual return | -0.09% | 3.10%-3.2pp | 13.22%-13.3pp | 53.77%-53.9pp |
| Employer contribution / active EE | $1,485 | $3,511-57.7% | $5,151-71.2% | $2,241-33.7% |
| Participant deferral / active EE | $5,374 | $5,412-0.7% | $6,230-13.7% | $3,635+47.8% |
| Admin fee / account holder | $16 | $94-83.2% | $9,015-99.8% | $63-74.9% |