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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,252 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,674 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,172 | $80,177+66.1% | $123,892+7.5% | $57,658+131.0% |
| Participation rate | 99.2% | 74.4%+24.7pp | 81.4%+17.8pp | 70.2%+28.9pp |
| Annual return | 6.89% | 17.90%-11.0pp | 47.52%-40.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $6,589 | $2,913+126.2% | $4,617+42.7% | $1,974+233.8% |
| Participant deferral / active EE | $9,757 | $5,130+90.2% | $5,984+63.0% | $3,061+218.8% |
| Admin fee / account holder | $51 | $106-52.1% | $8,357-99.4% | $95-46.2% |