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 37 · EIN 04-2647786 | Loan Processing | $18,477 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,057 |
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 | $60,617 | $71,957-15.8% | $67,652-10.4% | $59,188+2.4% |
| Participation rate | 89.2% | 82.7%+6.5pp | 75.7%+13.5pp | 69.4%+19.7pp |
| Annual return | 6.82% | 8.53%-1.7pp | 6625.04%-6618.2pp | 5.51%+1.3pp |
| Employer contribution / active EE | $2,041 | $2,432-16.1% | $2,266-9.9% | $2,098-2.7% |
| Participant deferral / active EE | $5,368 | $4,211+27.5% | $3,560+50.8% | $3,265+64.4% |
| Admin fee / account holder | $14 | $64-77.5% | $4,821-99.7% | $92-84.3% |