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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $152,557 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 | Recordkeeping | $18,705 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,378 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,718 | $127,481-62.6% | $149,696-68.1% | $90,288-47.1% |
| Participation rate | 98.4% | 78.2%+20.1pp | 82.5%+15.9pp | 73.4%+25.0pp |
| Annual return | 22.33% | 57.78%-35.4pp | 276.60%-254.3pp | 53.97%-31.6pp |
| Employer contribution / active EE | $457 | $3,448-86.8% | $4,644-90.2% | $2,524-81.9% |
| Participant deferral / active EE | $5,405 | $6,975-22.5% | $6,842-21.0% | $4,232+27.7% |
| Admin fee / account holder | $151 | $152-0.3% | $9,309-98.4% | $114+32.6% |