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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,858 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$47,829 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,029 | $61,058+103.1% | $71,209+74.2% | $85,563+45.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 73.8%+26.2pp | 66.0%+34.0pp |
| Annual return | 20.59% | 100.41%-79.8pp | 282.51%-261.9pp | 31.51%-10.9pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $12,137 | $3,173+282.5% | $4,175+190.7% | $4,375+177.4% |
| Admin fee / account holder | -$46 | $855-105.3% | $5,349-100.9% | $834-105.5% |