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 60 · EIN 04-2647786 | Sub-TA Fees | $126,592 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,392 |
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 | $120,362 | $102,389+17.6% | $100,516+19.7% | $90,288+33.3% |
| Participation rate | 85.5% | 84.0%+1.5pp | 79.4%+6.1pp | 73.4%+12.2pp |
| Annual return | 18.84% | 22.50%-3.7pp | 30.89%-12.0pp | 53.97%-35.1pp |
| Employer contribution / active EE | $2,645 | $3,056-13.5% | $3,418-22.6% | $2,524+4.8% |
| Participant deferral / active EE | $12,330 | $7,514+64.1% | $6,270+96.7% | $4,232+191.3% |
| Admin fee / account holder | $93 | $83+11.7% | $8,081-98.8% | $114-18.5% |