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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $385,531 |
Service code 37 · EIN 04-2647786 | Loan Processing | $304,900 |
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 | $55,058 | $139,268-60.5% | $177,821-69.0% | $106,222-48.2% |
| Participation rate | 84.4% | 91.6%-7.1pp | 87.7%-3.3pp | 70.8%+13.6pp |
| Annual return | 22.56% | 17.20%+5.4pp | 48.32%-25.8pp | 21.69%+0.9pp |
| Employer contribution / active EE | $1,537 | $4,832-68.2% | $5,918-74.0% | $2,723-43.6% |
| Participant deferral / active EE | $6,487 | $7,227-10.2% | $7,714-15.9% | $4,600+41.0% |
| Admin fee / account holder | $25 | $97-74.5% | $12,427-99.8% | $78-68.5% |