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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,002 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,065 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,077 | $79,519+9.5% | $95,952-9.2% | $73,409+18.6% |
| Participation rate | 96.9% | 81.2%+15.7pp | 77.1%+19.8pp | 72.2%+24.7pp |
| Annual return | 22.82% | 19.20%+3.6pp | 91.61%-68.8pp | 59.29%-36.5pp |
| Employer contribution / active EE | $3,825 | $2,048+86.8% | $2,541+50.5% | $2,234+71.2% |
| Participant deferral / active EE | $13,026 | $4,138+214.8% | $4,167+212.6% | $3,805+242.3% |
| Admin fee / account holder | $96 | $184-48.0% | $6,795-98.6% | $158-39.3% |