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) | $32,198 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,254 |
Form 5500 reported that benefits due were not provided when due.
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 | $68,045 | $48,592+40.0% | $185,823-63.4% | $90,288-24.6% |
| Participation rate | 98.4% | 66.2%+32.2pp | 78.0%+20.4pp | 73.4%+25.0pp |
| Annual return | 17.16% | 68.51%-51.4pp | 35.95%-18.8pp | 53.97%-36.8pp |
| Employer contribution / active EE | $2,173 | $1,389+56.4% | $4,087-46.8% | $2,524-13.9% |
| Participant deferral / active EE | $5,657 | $3,463+63.3% | $5,632+0.4% | $4,232+33.7% |
| Admin fee / account holder | $0 | $77-99.5% | $9,500-100.0% | $114-99.6% |