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 15 · EIN 13-3689044 | Recordkeeping | $22,100 |
Service code 22 · EIN 26-4310632 | Insurance Broker | $6,060 |
Filed as: RETIREMENT STRATEGIES Service code 15 · EIN 58-2380163 | Recordkeeping | $525 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,771 | $64,909-74.2% | $82,313-79.6% | $62,292-73.1% |
| Participation rate | 79.4% | 74.9%+4.5pp | 76.9%+2.5pp | 69.5%+9.9pp |
| Annual return | 13.87% | 21.18%-7.3pp | 25.88%-12.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $519 | $1,676-69.0% | $2,428-78.6% | $2,042-74.6% |
| Participant deferral / active EE | $2,281 | $3,103-26.5% | $3,706-38.5% | $3,169-28.0% |
| Admin fee / account holder | $195 | $440-55.6% | $5,608-96.5% | $479-59.3% |