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 | $519,721 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $373,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,330 | $185,545-59.4% | $90,749-17.0% | $89,394-15.7% |
| Participation rate | 35.1% | 85.0%-49.9pp | 75.7%-40.5pp | 71.3%-36.1pp |
| Annual return | -0.26% | -13.56%+13.3pp | -12.16%+11.9pp | -11.89%+11.6pp |
| Employer contribution / active EE | $2,548 | $7,210-64.7% | $2,921-12.8% | $3,022-15.7% |
| Participant deferral / active EE | $2,729 | $9,550-71.4% | $4,564-40.2% | $5,123-46.7% |
| Admin fee / account holder | $86 | $100-14.3% | $8,445-99.0% | $79+8.0% |