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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,404 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,244 |
AMERICAN FUNDS1 year Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $6,072 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,123 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,952 | $100,923-18.8% | $150,045-45.4% | $74,304+10.3% |
| Participation rate | 74.2% | 70.1%+4.2pp | 82.3%-8.1pp | 60.3%+13.9pp |
| Annual return | 21.97% | 51.77%-29.8pp | 62.55%-40.6pp | 29.43%-7.5pp |
| Employer contribution / active EE | $4 | $3,463-99.9% | $4,693-99.9% | $2,241-99.8% |
| Participant deferral / active EE | $19,965 | $6,709+197.6% | $7,997+149.7% | $3,767+429.9% |
| Admin fee / account holder | $174 | $2,767-93.7% | $13,435-98.7% | $2,969-94.1% |