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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,144 |
FINANCIAL ADVOCATES7 years Service code 16 · EIN 27-0435466 | Consulting | $13,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,942 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,866 | $99,078+80.5% | $96,544+85.3% | $74,419+140.4% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.0%+14.9pp | 70.7%+20.2pp |
| Annual return | 25.71% | 22.48%+3.2pp | 25.84%-0.1pp | 34.38%-8.7pp |
| Employer contribution / active EE | $7,763 | $2,570+202.0% | $2,965+161.8% | $2,637+194.3% |
| Participant deferral / active EE | $21,133 | $4,933+328.4% | $4,851+335.7% | $4,528+366.7% |
| Admin fee / account holder | $42 | $225-81.4% | $8,252-99.5% | $348-88.0% |