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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,294 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,459 |
Form 5500 reported that benefits due were not provided when due.
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 | $243,898 | $92,055+164.9% | $106,213+129.6% | $77,643+214.1% |
| Participation rate | 96.6% | 81.0%+15.6pp | 75.3%+21.4pp | 70.6%+26.1pp |
| Annual return | 14.86% | 17.91%-3.0pp | 116.14%-101.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $11,363 | $3,367+237.5% | $3,171+258.3% | $2,726+316.9% |
| Participant deferral / active EE | $14,180 | $5,386+163.3% | $5,016+182.7% | $4,647+205.1% |
| Admin fee / account holder | $125 | $219-42.8% | $11,033-98.9% | $430-70.9% |