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) | $6,846 |
Service code 37 · EIN 04-2647786 | Loan Processing | $936 |
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 | $148,305 | $104,317+42.2% | $159,436-7.0% | $86,799+70.9% |
| Participation rate | 83.3% | 77.7%+5.6pp | 82.8%+0.5pp | 72.3%+11.1pp |
| Annual return | 18.10% | 26.32%-8.2pp | 263.57%-245.5pp | 97.91%-79.8pp |
| Employer contribution / active EE | $3,381 | $3,451-2.0% | $4,829-30.0% | $2,405+40.6% |
| Participant deferral / active EE | $10,114 | $6,837+47.9% | $7,352+37.6% | $4,131+144.8% |
| Admin fee / account holder | $25 | $172-85.2% | $10,799-99.8% | $170-85.0% |