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 60 · EIN 04-2647786 | Sub-TA Fees | $13,467 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,442 |
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 | $62,390 | $52,670+18.5% | $90,404-31.0% | $73,409-15.0% |
| Participation rate | 99.1% | 67.7%+31.5pp | 72.7%+26.4pp | 72.2%+26.9pp |
| Annual return | 21.49% | 20.70%+0.8pp | 1293.02%-1271.5pp | 59.29%-37.8pp |
| Employer contribution / active EE | $5,706 | $1,872+204.9% | $3,262+74.9% | $2,234+155.5% |
| Participant deferral / active EE | $3,941 | $2,807+40.4% | $3,963-0.6% | $3,805+3.6% |
| Admin fee / account holder | $55 | $117-52.7% | $5,611-99.0% | $158-65.0% |