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 | $104,952 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,299 |
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 | $38,274 | $73,404-47.9% | $87,100-56.1% | $67,579-43.4% |
| Participation rate | 88.6% | 80.9%+7.8pp | 76.9%+11.8pp | 71.3%+17.4pp |
| Annual return | 22.90% | 48.29%-25.4pp | 28.19%-5.3pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,924 | $2,014-4.5% | $2,521-23.7% | $2,148-10.4% |
| Participant deferral / active EE | $5,066 | $3,913+29.5% | $4,049+25.1% | $3,539+43.1% |
| Admin fee / account holder | $118 | $142-16.9% | $7,497-98.4% | $142-17.3% |