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 | $255,242 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $111,559 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $33,649 | $93,756-64.1% | $133,980-74.9% | $329,111-89.8% |
| Participation rate | 93.1% | 89.7%+3.4pp | 87.1%+6.0pp | 67.9%+25.2pp |
| Annual return | 10.38% | 20.33%-10.0pp | 29.30%-18.9pp | 16.35%-6.0pp |
| Employer contribution / active EE | $1,499 | $3,619-58.6% | $5,211-71.2% | $2,303-34.9% |
| Participant deferral / active EE | $5,403 | $5,685-5.0% | $6,282-14.0% | $3,682+46.7% |
| Admin fee / account holder | $19 | $90-78.6% | $9,324-99.8% | $754-97.5% |