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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,529 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,855 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,624 | $72,254-31.3% | $86,677-42.7% | $64,808-23.4% |
| Participation rate | 90.4% | 80.4%+10.0pp | 76.6%+13.8pp | 71.5%+19.0pp |
| Annual return | -15.65% | 392.42%-408.1pp | 35.91%-51.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,999 | $2,393-16.5% | $2,836-29.5% | $2,506-20.2% |
| Participant deferral / active EE | $5,090 | $4,658+9.3% | $4,656+9.3% | $4,310+18.1% |
| Admin fee / account holder | $53 | $174-69.7% | $7,493-99.3% | $188-71.9% |