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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.
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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) | $25,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,040 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,986 | $46,292+589.1% | $143,757+121.9% | $64,808+392.2% |
| Participation rate | 91.9% | 64.2%+27.7pp | 80.3%+11.6pp | 71.5%+20.4pp |
| Annual return | -17.48% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $17,875 | $1,910+836.0% | $4,951+261.0% | $2,506+613.3% |
| Participant deferral / active EE | $20,709 | $2,646+682.8% | $5,637+267.4% | $4,310+380.4% |
| Admin fee / account holder | $13 | $154-91.7% | $14,673-99.9% | $188-93.2% |