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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,463 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,406 |
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 | $38,258 | $81,908-53.3% | $90,749-57.8% | $64,808-41.0% |
| Participation rate | 94.8% | 80.5%+14.3pp | 75.7%+19.1pp | 71.5%+23.3pp |
| Annual return | 16.26% | -12.53%+28.8pp | -12.16%+28.4pp | 32.82%-16.6pp |
| Employer contribution / active EE | $2,347 | $3,065-23.4% | $2,921-19.6% | $2,506-6.3% |
| Participant deferral / active EE | $2,772 | $4,840-42.7% | $4,564-39.3% | $4,310-35.7% |
| Admin fee / account holder | $22 | $157-85.9% | $8,445-99.7% | $188-88.2% |