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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,651 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,417 | $95,388-25.1% | $125,339-43.0% | $77,904-8.3% |
| Participation rate | 96.6% | 78.6%+18.0pp | 82.4%+14.2pp | 73.7%+22.9pp |
| Annual return | -15.35% | 116.19%-131.5pp | 572.05%-587.4pp | 12.21%-27.6pp |
| Employer contribution / active EE | $3,380 | $3,666-7.8% | $4,814-29.8% | $2,848+18.7% |
| Participant deferral / active EE | $7,402 | $7,711-4.0% | $7,446-0.6% | $4,806+54.0% |
| Admin fee / account holder | $107 | $119-10.3% | $10,010-98.9% | $133-19.5% |