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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,272 |
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).
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 | $73,055 | $53,932+35.5% | $134,143-45.5% | $90,288-19.1% |
| Participation rate | 43.0% | 60.4%-17.4pp | 72.2%-29.2pp | 73.4%-30.4pp |
| Annual return | 9.00% | 23.16%-14.2pp | 36.33%-27.3pp | 53.97%-45.0pp |
| Employer contribution / active EE | $682 | $1,611-57.6% | $3,704-81.6% | $2,524-73.0% |
| Participant deferral / active EE | $1,880 | $2,432-22.7% | $3,499-46.3% | $4,232-55.6% |
| Admin fee / account holder | $15 | $104-85.5% | $6,684-99.8% | $114-86.9% |