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) | $5,315 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,212 | $104,317+21.0% | $159,436-20.8% | $86,799+45.4% |
| Participation rate | 81.1% | 77.7%+3.3pp | 82.8%-1.8pp | 72.3%+8.8pp |
| Annual return | 19.08% | 26.32%-7.2pp | 263.57%-244.5pp | 97.91%-78.8pp |
| Employer contribution / active EE | $3,979 | $3,451+15.3% | $4,829-17.6% | $2,405+65.4% |
| Participant deferral / active EE | $9,929 | $6,837+45.2% | $7,352+35.1% | $4,131+140.4% |
| Admin fee / account holder | $17 | $172-90.1% | $10,799-99.8% | $170-89.9% |