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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,725 |
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 | $42,922 | $69,305-38.1% | $82,313-47.9% | $69,631-38.4% |
| Participation rate | 96.4% | 80.3%+16.2pp | 76.9%+19.6pp | 70.7%+25.8pp |
| Annual return | 54.04% | 21.47%+32.6pp | 25.88%+28.2pp | 27571.02%-27517.0pp |
| Employer contribution / active EE | $3,853 | $1,887+104.2% | $2,428+58.7% | $2,032+89.6% |
| Participant deferral / active EE | $9,162 | $3,568+156.8% | $3,706+147.2% | $3,224+184.2% |
| Admin fee / account holder | $13 | $97-86.6% | $5,608-99.8% | $110-88.3% |