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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,416 |
ROSS LANE & COMPANY, LLC1 year Service code 10 · EIN 58-1686745 | Accounting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,900 |
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 | $49,292 | $82,546-40.3% | $140,016-64.8% | $75,289-34.5% |
| Participation rate | 70.4% | 88.4%-17.9pp | 87.5%-17.1pp | 72.4%-2.0pp |
| Annual return | -3.11% | -0.36%-2.7pp | 651.12%-654.2pp | -0.04%-3.1pp |
| Employer contribution / active EE | $2,298 | $3,856-40.4% | $5,606-59.0% | $2,405-4.5% |
| Participant deferral / active EE | $5,342 | $5,731-6.8% | $6,927-22.9% | $3,739+42.9% |
| Admin fee / account holder | $37 | $86-56.3% | $10,705-99.7% | $102-63.4% |