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 10-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 | $109,953 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,107 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,327 | $69,159-5.5% | $125,175-47.8% | $67,579-3.3% |
| Participation rate | 94.2% | 78.2%+16.0pp | 79.8%+14.4pp | 71.3%+22.9pp |
| Annual return | 23.35% | 27.12%-3.8pp | 43.79%-20.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,569 | $2,023+27.0% | $3,865-33.5% | $2,148+19.6% |
| Participant deferral / active EE | $7,099 | $3,700+91.9% | $4,937+43.8% | $3,539+100.6% |
| Admin fee / account holder | $141 | $142-0.6% | $9,702-98.5% | $142-1.0% |