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) | $19,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,643 |
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 | $151,373 | $80,005+89.2% | $140,016+8.1% | $55,725+171.6% |
| Participation rate | 99.7% | 87.0%+12.7pp | 87.5%+12.2pp | 70.9%+28.8pp |
| Annual return | -3.60% | 0.46%-4.1pp | 651.12%-654.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $12,081 | $3,403+255.0% | $5,606+115.5% | $2,078+481.3% |
| Participant deferral / active EE | $12,467 | $5,264+136.8% | $6,927+80.0% | $3,356+271.5% |
| Admin fee / account holder | -$20 | $116-117.7% | $10,705-100.2% | $115-117.7% |