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 27 · EIN 42-1445429 | Advisory (Plan) | $127,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | $114,690 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,614 |
BLACK & PINCKARD LLC2 years Filed as: BLACK & PINCKARD Service code 10 · EIN 26-0079381 | Accounting | $13,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,947 | $160,882-61.5% | $200,582-69.1% | $102,872-39.8% |
| Participation rate | 91.3% | 91.2%+0.1pp | 86.9%+4.4pp | 73.0%+18.2pp |
| Annual return | 22.19% | 18.15%+4.0pp | 42.33%-20.1pp | 19.06%+3.1pp |
| Employer contribution / active EE | $2,833 | $5,602-49.4% | $6,419-55.9% | $3,526-19.7% |
| Participant deferral / active EE | $7,344 | $9,300-21.0% | $9,331-21.3% | $5,535+32.7% |
| Admin fee / account holder | $214 | $125+71.7% | $16,305-98.7% | $292-26.7% |