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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.
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 Filed as: STRATEGIC CAPITAL INV ADVISERS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $15,000 |
Service code 10 · EIN 30-0510353 | Accounting | $14,410 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST AND STRENK Service code 17 · EIN 31-1227755 | Pension Consulting | $7,425 |
Filed as: JACOBS, BURNS, ORLOVE, HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $6,291 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,861 | $88,770-88.9% | $109,143-91.0% | $93,030-89.4% |
| Participation rate | 91.9% | 81.5%+10.5pp | 75.9%+16.1pp | 73.9%+18.0pp |
| Annual return | 15.26% | 60.64%-45.4pp | 25.75%-10.5pp | 158.70%-143.4pp |
| Employer contribution / active EE | $1,874 | $3,780-50.4% | $3,722-49.7% | $2,706-30.7% |
| Participant deferral / active EE | $852 | $3,630-76.5% | $4,653-81.7% | $4,562-81.3% |
| Admin fee / account holder | $161 | $172-6.8% | $6,752-97.6% | $152+5.9% |