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 7-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,153 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,191 | $60,323-8.5% | $81,812-32.5% | $74,495-25.9% |
| Participation rate | 51.9% | 62.9%-11.0pp | 72.3%-20.5pp | 67.2%-15.3pp |
| Annual return | 17.22% | 16.90%+0.3pp | 773.79%-756.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,778 | $2,620+6.0% | $2,912-4.6% | $2,623+5.9% |
| Participant deferral / active EE | $5,824 | $3,387+71.9% | $4,319+34.9% | $4,346+34.0% |
| Admin fee / account holder | $60 | $1,486-96.0% | $7,386-99.2% | $1,942-96.9% |