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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,840 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,646 |
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 | $65,650 | $81,908-19.8% | $90,749-27.7% | $64,808+1.3% |
| Participation rate | 95.9% | 80.5%+15.4pp | 75.7%+20.2pp | 71.5%+24.5pp |
| Annual return | -18.67% | -12.53%-6.1pp | -12.16%-6.5pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,457 | $3,065-52.5% | $2,921-50.1% | $2,506-41.9% |
| Participant deferral / active EE | $4,872 | $4,840+0.6% | $4,564+6.7% | $4,310+13.0% |
| Admin fee / account holder | $61 | $157-61.3% | $8,445-99.3% | $188-67.6% |