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 27 · EIN 47-1411118 | Advisory (Plan) | $51,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,579 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,204 | $89,808-12.9% | $100,391-22.1% | $77,643+0.7% |
| Participation rate | 71.2% | 81.2%-10.0pp | 81.5%-10.3pp | 70.6%+0.6pp |
| Annual return | 19.87% | 20.62%-0.7pp | 49.20%-29.3pp | 31.24%-11.4pp |
| Employer contribution / active EE | $2,306 | $3,039-24.1% | $3,942-41.5% | $2,726-15.4% |
| Participant deferral / active EE | $10,665 | $8,284+28.7% | $8,082+32.0% | $4,647+129.5% |
| Admin fee / account holder | $308 | $174+76.9% | $7,899-96.1% | $430-28.3% |