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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,515 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
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 | $122,502 | $81,474+50.4% | $133,956-8.6% | $73,488+66.7% |
| Participation rate | 91.3% | 76.4%+14.9pp | 79.8%+11.4pp | 70.7%+20.6pp |
| Annual return | 15.48% | 19.40%-3.9pp | 45.09%-29.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $4,380 | $2,209+98.3% | $3,919+11.8% | $2,270+93.0% |
| Participant deferral / active EE | $6,405 | $3,786+69.1% | $5,048+26.9% | $3,740+71.3% |
| Admin fee / account holder | $40 | $713-94.4% | $8,927-99.5% | $513-92.1% |