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) | $15,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,717 | $26,479+53.8% | $74,701-45.5% | $77,787-47.7% |
| Participation rate | 71.2% | 37.6%+33.5pp | 54.5%+16.7pp | 73.2%-2.0pp |
| Annual return | 21.63% | 38.31%-16.7pp | 752.92%-731.3pp | 32.57%-10.9pp |
| Employer contribution / active EE | $522 | $440+18.7% | $1,084-51.9% | $2,504-79.2% |
| Participant deferral / active EE | $2,592 | $1,074+141.3% | $1,964+32.0% | $3,967-34.7% |
| Admin fee / account holder | $23 | $119-81.0% | $3,333-99.3% | $100-77.4% |