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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,383 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,762 |
Form 5500 reported that benefits due were not provided when due.
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 | $83,308 | $69,823+19.3% | $77,163+8.0% | $74,419+11.9% |
| Participation rate | 95.0% | 70.0%+25.0pp | 69.6%+25.4pp | 70.7%+24.2pp |
| Annual return | 18.58% | 19.98%-1.4pp | 37.87%-19.3pp | 34.38%-15.8pp |
| Employer contribution / active EE | $4,606 | $2,150+114.2% | $2,535+81.7% | $2,637+74.7% |
| Participant deferral / active EE | $6,088 | $3,558+71.1% | $3,833+58.8% | $4,528+34.5% |
| Admin fee / account holder | $13 | $398-96.6% | $5,472-99.8% | $348-96.2% |