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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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,413 |
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 | $68,689 | $96,458-28.8% | $136,294-49.6% | $77,958-11.9% |
| Participation rate | 43.5% | 75.4%-31.9pp | 81.9%-38.4pp | 71.6%-28.2pp |
| Annual return | 20.86% | 23.78%-2.9pp | 5155.94%-5135.1pp | 20.87%0pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,036 | $5,902-14.7% | $6,247-19.4% | $3,537+42.4% |
| Admin fee / account holder | $35 | $80-56.1% | $9,243-99.6% | $97-63.7% |