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 3-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,980 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$334,685 |
Form 5500 reported that benefits due were not provided when due.
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 | $48,738 | $106,087-54.1% | $86,677-43.8% | $78,044-37.6% |
| Participation rate | 95.2% | 89.6%+5.6pp | 76.6%+18.6pp | 74.4%+20.7pp |
| Annual return | -8.44% | -14.87%+6.4pp | 35.91%-44.3pp | 10.87%-19.3pp |
| Employer contribution / active EE | $4,511 | $4,110+9.8% | $2,836+59.0% | $3,125+44.4% |
| Participant deferral / active EE | $9,215 | $6,851+34.5% | $4,656+97.9% | $5,084+81.2% |
| Admin fee / account holder | $20 | $81-75.5% | $7,493-99.7% | $79-74.8% |