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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,406 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,168 | $57,570+58.4% | $121,098-24.7% | $80,160+13.7% |
| Participation rate | 47.4% | 58.8%-11.5pp | 69.5%-22.1pp | 72.9%-25.6pp |
| Annual return | 2.06% | 20.42%-18.4pp | 985.75%-983.7pp | 40.38%-38.3pp |
| Employer contribution / active EE | $1,481 | $2,119-30.1% | $4,164-64.4% | $2,978-50.3% |
| Participant deferral / active EE | $2,849 | $3,092-7.9% | $4,080-30.2% | $5,017-43.2% |
| Admin fee / account holder | $23 | $121-81.3% | $5,644-99.6% | $145-84.4% |