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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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,647 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,719 |
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 | $77,524 | $101,523-23.6% | $141,162-45.1% | $77,787-0.3% |
| Participation rate | 47.7% | 77.4%-29.6pp | 82.5%-34.7pp | 73.2%-25.5pp |
| Annual return | 27.13% | 56.22%-29.1pp | 71.39%-44.3pp | 32.57%-5.4pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,968 | $6,434-7.2% | $6,709-11.0% | $3,967+50.4% |
| Admin fee / account holder | $43 | $92-53.4% | $10,261-99.6% | $100-57.4% |