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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,155 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $954 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $399,602 | $109,881+263.7% | $150,045+166.3% | $84,808+371.2% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 17.82% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,463 | $3,561-2.8% | $4,693-26.2% | $2,631+31.6% |
| Participant deferral / active EE | $16,243 | $6,636+144.8% | $7,997+103.1% | $4,212+285.7% |
| Admin fee / account holder | $113 | $8,568-98.7% | $13,435-99.2% | $7,344-98.5% |