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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $301,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,222 |
RUDD & COMPANY PLLC2 years Filed as: RUDD & COMPANY, PLLC Service code 10 · EIN 82-0467399 | Accounting | $21,230 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $10,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,753 | $167,950+6.4% | $112,887+58.3% | $80,160+123.0% |
| Participation rate | 93.7% | 94.5%-0.9pp | 80.5%+13.1pp | 72.9%+20.7pp |
| Annual return | 22.98% | 18.78%+4.2pp | 34.10%-11.1pp | 40.38%-17.4pp |
| Employer contribution / active EE | $7,650 | $6,272+22.0% | $4,563+67.6% | $2,978+156.9% |
| Participant deferral / active EE | $10,669 | $9,857+8.2% | $6,513+63.8% | $5,017+112.6% |
| Admin fee / account holder | $132 | $104+27.8% | $7,047-98.1% | $145-8.6% |