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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.
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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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $56,143 | $86,791-35.3% | $115,037-51.2% | $59,188-5.1% |
| Participation rate | 33.7% | 72.8%-39.1pp | 81.4%-47.6pp | 69.4%-35.7pp |
| Annual return | 0.80% | 4.44%-3.6pp | 26.14%-25.3pp | 5.51%-4.7pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,725 | $5,298-29.7% | $6,026-38.2% | $3,265+14.1% |
| Admin fee / account holder | $19 | $95-79.5% | $8,175-99.8% | $92-78.9% |