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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,464 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $10,833 |
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 | $72,093 | $106,028-32.0% | $146,958-50.9% | $77,643-7.1% |
| Participation rate | 88.8% | 78.4%+10.4pp | 82.2%+6.6pp | 70.6%+18.2pp |
| Annual return | 17.69% | 56.73%-39.0pp | 418.34%-400.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,661 | $4,063-34.5% | $4,933-46.1% | $2,726-2.4% |
| Participant deferral / active EE | $8,752 | $7,990+9.5% | $8,070+8.5% | $4,647+88.3% |
| Admin fee / account holder | $32 | $337-90.4% | $12,998-99.8% | $430-92.5% |