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 5-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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,116 |
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 | $55,789 | $72,254-22.8% | $86,677-35.6% | $64,808-13.9% |
| Participation rate | 92.9% | 80.4%+12.5pp | 76.6%+16.3pp | 71.5%+21.4pp |
| Annual return | 58.96% | 392.42%-333.5pp | 35.91%+23.1pp | 32.82%+26.1pp |
| Employer contribution / active EE | $4,828 | $2,393+101.8% | $2,836+70.2% | $2,506+92.7% |
| Participant deferral / active EE | $10,560 | $4,658+126.7% | $4,656+126.8% | $4,310+145.0% |
| Admin fee / account holder | $32 | $174-81.5% | $7,493-99.6% | $188-82.9% |