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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,425 |
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 | $59,936 | $33,745+77.6% | $64,105-6.5% | $55,191+8.6% |
| Participation rate | 70.5% | 59.4%+11.1pp | 68.2%+2.3pp | 69.2%+1.3pp |
| Annual return | -0.42% | 4.95%-5.4pp | 791.24%-791.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,192 | $641+242.0% | $1,820+20.4% | $1,899+15.4% |
| Participant deferral / active EE | $3,237 | $1,929+67.8% | $2,822+14.7% | $3,046+6.3% |
| Admin fee / account holder | $34 | $94-63.5% | $4,499-99.2% | $91-62.1% |