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 9-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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,542 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,258 | $53,911+34.0% | $130,648-44.7% | $77,787-7.1% |
| Participation rate | 48.2% | 60.2%-12.1pp | 71.7%-23.6pp | 73.2%-25.1pp |
| Annual return | -0.05% | 21.93%-22.0pp | 1708.96%-1709.0pp | 32.57%-32.6pp |
| Employer contribution / active EE | $1,237 | $1,826-32.2% | $4,092-69.8% | $2,504-50.6% |
| Participant deferral / active EE | $2,253 | $2,288-1.5% | $3,603-37.5% | $3,967-43.2% |
| Admin fee / account holder | $15 | $129-88.6% | $5,464-99.7% | $100-85.3% |