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 33 · EIN 04-2675571 | Other fees; Securities brokerage | $88,241 |
STRATEGIC ADVISORS, INC.3 years Service code 99 · EIN 04-2654524 | Other Fees | $26,166 |
MOODY FAMIGLIETTI & ANDRONICO LLP2 years Filed as: MOODY, FAMIGLIETTI & ANDRONICO, LLP Service code 10 · EIN 04-2647786 | Accounting | $12,285 |
SUMMIT FINANCIAL CORPORATION2 years Service code 14 · EIN 04-3222046 | Plan Administrator | $11,290 |
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 | $89,008 | $78,781+13.0% | $100,516-11.4% | $73,409+21.2% |
| Participation rate | 95.3% | 80.0%+15.2pp | 79.4%+15.9pp | 72.2%+23.1pp |
| Annual return | 31.08% | 31.69%-0.6pp | 30.89%+0.2pp | 59.29%-28.2pp |
| Employer contribution / active EE | $5,192 | $2,420+114.6% | $3,418+51.9% | $2,234+132.4% |
| Participant deferral / active EE | $10,898 | $6,537+66.7% | $6,270+73.8% | $3,805+186.4% |
| Admin fee / account holder | $91 | $145-37.3% | $8,081-98.9% | $158-42.3% |