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 | $40,698 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,574 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,491 | $100,923-36.1% | $150,045-57.0% | $74,304-13.2% |
| Participation rate | 92.5% | 70.1%+22.5pp | 82.3%+10.2pp | 60.3%+32.2pp |
| Annual return | 28.62% | 51.77%-23.1pp | 62.55%-33.9pp | 29.43%-0.8pp |
| Employer contribution / active EE | $3,536 | $3,463+2.1% | $4,693-24.7% | $2,241+57.8% |
| Participant deferral / active EE | $8,481 | $6,709+26.4% | $7,997+6.0% | $3,767+125.1% |
| Admin fee / account holder | $161 | $2,767-94.2% | $13,435-98.8% | $2,969-94.6% |