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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,891 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,569 |
Form 5500 reported that benefits due were not provided when due.
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 | $119,928 | $88,515+35.5% | $162,163-26.0% | $67,579+77.5% |
| Participation rate | 75.9% | 86.8%-10.9pp | 87.6%-11.7pp | 71.3%+4.6pp |
| Annual return | 23.98% | 27.04%-3.1pp | 115.59%-91.6pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,119 | $3,563-40.5% | $5,614-62.2% | $2,148-1.3% |
| Participant deferral / active EE | $8,432 | $5,724+47.3% | $7,298+15.5% | $3,539+138.2% |
| Admin fee / account holder | $50 | $124-59.9% | $10,843-99.5% | $142-65.2% |