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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $227,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $97,087 |
Service code 27 · EIN 93-1249395 | Advisory (Plan) | $93,750 |
PAISNER LITVIN LLP1 year Service code 16 30 ROCK HILL ROAD · BAKA CYNWYD, PA 19004 | Consulting | $8,173 |
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 | $163,963 | $168,477-2.7% | $105,387+55.6% | $77,787+110.8% |
| Participation rate | 91.6% | 91.6%0pp | 82.6%+9.1pp | 73.2%+18.4pp |
| Annual return | 25.55% | 25.62%-0.1pp | 26.82%-1.3pp | 32.57%-7.0pp |
| Employer contribution / active EE | $8,459 | $4,957+70.7% | $4,213+100.8% | $2,504+237.8% |
| Participant deferral / active EE | $10,928 | $8,141+34.2% | $5,502+98.6% | $3,967+175.5% |
| Admin fee / account holder | $149 | $103+45.4% | $6,559-97.7% | $100+48.9% |