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 | $34,325 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $152,645 | $65,376+133.5% | $87,100+75.3% | $65,185+134.2% |
| Participation rate | 65.6% | 75.3%-9.7pp | 76.9%-11.3pp | 70.2%-4.6pp |
| Annual return | 20.32% | 31.27%-11.0pp | 28.19%-7.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,733 | $1,822+50.0% | $2,521+8.4% | $2,177+25.6% |
| Participant deferral / active EE | $4,086 | $3,388+20.6% | $4,049+0.9% | $3,514+16.3% |
| Admin fee / account holder | $415 | $520-20.1% | $7,497-94.5% | $847-51.0% |