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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,327 |
MEDICAL CENTER CLINIC2 years Service code 10 · EIN 59-2193856 | Accounting | $13,400 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$33,252 |
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 | $159,632 | $62,928+153.7% | $172,739-7.6% | $67,579+136.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 22.57% | 30.36%-7.8pp | 802.84%-780.3pp | 378.56%-356.0pp |
| Employer contribution / active EE | $8,031 | $1,636+390.9% | $5,143+56.2% | $2,148+273.9% |
| Participant deferral / active EE | $6,289 | $2,145+193.2% | $5,198+21.0% | $3,539+77.7% |
| Admin fee / account holder | $51 | $167-69.5% | $13,954-99.6% | $142-64.3% |