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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,506 |
Filed as: HUSELTON, MORGAN AND MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $12,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,175 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,617 | $80,138+215.2% | $130,231+94.0% | $71,457+253.5% |
| Participation rate | 82.4% | 71.0%+11.4pp | 76.3%+6.1pp | 67.9%+14.5pp |
| Annual return | 15.37% | 16.81%-1.4pp | 38.77%-23.4pp | 28.85%-13.5pp |
| Employer contribution / active EE | $5,568 | $2,834+96.5% | $4,126+35.0% | $2,588+115.2% |
| Participant deferral / active EE | $10,071 | $4,641+117.0% | $6,799+48.1% | $4,289+134.8% |
| Admin fee / account holder | $180 | $1,035-82.6% | $6,020-97.0% | $1,587-88.7% |