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 | $130,554 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,337 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,172 | $82,683-73.2% | $133,980-83.5% | $65,292-66.0% |
| Participation rate | 95.0% | 87.3%+7.7pp | 87.1%+7.9pp | 72.4%+22.6pp |
| Annual return | 13.46% | 9.63%+3.8pp | 29.30%-15.8pp | 11.84%+1.6pp |
| Employer contribution / active EE | $2,258 | $3,583-37.0% | $5,211-56.7% | $2,302-1.9% |
| Participant deferral / active EE | $4,754 | $5,190-8.4% | $6,282-24.3% | $3,579+32.8% |
| Admin fee / account holder | $24 | $66-63.2% | $9,324-99.7% | $57-57.8% |