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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $151,401 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,317 |
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 16 · EIN 13-4284240 | Consulting | $19,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,845 | $127,481-71.9% | $149,696-76.1% | $90,288-60.3% |
| Participation rate | 78.7% | 78.2%+0.5pp | 82.5%-3.8pp | 73.4%+5.4pp |
| Annual return | 19.42% | 57.78%-38.4pp | 276.60%-257.2pp | 53.97%-34.6pp |
| Employer contribution / active EE | $1 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,214 | $6,975-53.9% | $6,842-53.0% | $4,232-24.1% |
| Admin fee / account holder | $58 | $152-62.0% | $9,309-99.4% | $114-49.5% |