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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.
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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.2 years Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 | Valuation (appraisals, etc.) | $19,783 |
BRIGGS & VESELKA CO.1 year Service code 10 · EIN 74-1769118 | Accounting | $13,000 |
MENKE & ASSOCIATES, INC.2 years Service code 13 · EIN 94-2349093 | Contract Administrator | $12,653 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,155 | $89,355-10.3% | $141,162-43.2% | $72,985+9.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.56% | 111.85%-99.3pp | 71.39%-58.8pp | 81.00%-68.4pp |
| Employer contribution / active EE | $11,905 | $3,114+282.3% | $4,735+151.4% | $2,440+387.9% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $335 | $5,958-94.4% | $10,261-96.7% | $5,124-93.5% |