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 5-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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,273 |
Filed as: FIDELITY INVEST. INST OPS. CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST. INST OPS. Service code 37 · EIN 04-2647786 | Loan Processing | -$3,107 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,703 | $89,808-45.8% | $100,391-51.5% | $77,643-37.3% |
| Participation rate | 96.0% | 81.2%+14.8pp | 81.5%+14.5pp | 70.6%+25.4pp |
| Annual return | 14.50% | 20.62%-6.1pp | 49.20%-34.7pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,856 | $3,039+26.9% | $3,942-2.2% | $2,726+41.5% |
| Participant deferral / active EE | $6,310 | $8,284-23.8% | $8,082-21.9% | $4,647+35.8% |
| Admin fee / account holder | $29 | $174-83.5% | $7,899-99.6% | $430-93.3% |