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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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,486 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,521 | $72,254+17.0% | $86,677-2.5% | $64,808+30.4% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.6%+18.1pp | 71.5%+23.2pp |
| Annual return | -17.82% | 392.42%-410.2pp | 35.91%-53.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,279 | $2,393-4.8% | $2,836-19.6% | $2,506-9.0% |
| Participant deferral / active EE | $9,154 | $4,658+96.5% | $4,656+96.6% | $4,310+112.4% |
| Admin fee / account holder | $8 | $174-95.4% | $7,493-99.9% | $188-95.7% |