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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,045 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,244 | $85,135-12.8% | $98,907-24.9% | $73,409+1.1% |
| Participation rate | 94.9% | 81.1%+13.8pp | 76.0%+18.9pp | 72.2%+22.7pp |
| Annual return | 21.08% | 19.14%+1.9pp | 196.43%-175.3pp | 59.29%-38.2pp |
| Employer contribution / active EE | $1,518 | $2,721-44.2% | $2,689-43.5% | $2,234-32.0% |
| Participant deferral / active EE | $4,885 | $4,349+12.3% | $4,244+15.1% | $3,805+28.4% |
| Admin fee / account holder | $22 | $139-84.4% | $6,642-99.7% | $158-86.2% |