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 8-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $247,762 |
NFP RETIREMENT INC2 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $233,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $198,032 |
CARON & BLETZER, PLLC8+ years Service code 10 · EIN 04-3499945 | Accounting | $29,000 |
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 | $133,519 | $110,299+21.1% | $102,423+30.4% | $199,593-33.1% |
| Participation rate | 96.7% | 86.3%+10.4pp | 76.5%+20.2pp | 72.0%+24.7pp |
| Annual return | 19.46% | 35.73%-16.3pp | 29.32%-9.9pp | 34.25%-14.8pp |
| Employer contribution / active EE | $7,133 | $3,603+98.0% | $3,023+135.9% | $3,034+135.1% |
| Participant deferral / active EE | $9,802 | $6,376+53.7% | $5,053+94.0% | $5,087+92.7% |
| Admin fee / account holder | $174 | $122+42.5% | $9,451-98.2% | $269-35.2% |