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 | $53,295 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $63,353 | $26,479+139.3% | $74,701-15.2% | $77,787-18.6% |
| Participation rate | 64.1% | 37.6%+26.5pp | 54.5%+9.7pp | 73.2%-9.1pp |
| Annual return | 20.76% | 38.31%-17.5pp | 752.92%-732.2pp | 32.57%-11.8pp |
| Employer contribution / active EE | $1,084 | $440+146.7% | $1,084+0.1% | $2,504-56.7% |
| Participant deferral / active EE | $2,676 | $1,074+149.1% | $1,964+36.3% | $3,967-32.5% |
| Admin fee / account holder | $43 | $119-63.6% | $3,333-98.7% | $100-56.7% |