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 27 · EIN 80-0833114 | Advisory (Plan) | $28,423 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,314 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,026 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,926 | $54,705+91.8% | $71,209+47.3% | $84,808+23.7% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.2pp |
| Annual return | 12.54% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $5,282 | $2,158+144.8% | $2,721+94.1% | $2,631+100.8% |
| Participant deferral / active EE | $11,080 | $3,030+265.6% | $4,175+165.4% | $4,212+163.1% |
| Admin fee / account holder | $392 | $4,863-91.9% | $5,349-92.7% | $7,344-94.7% |