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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,036 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $12,845 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,699 |
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 | $80,503 | $88,730-9.3% | $82,313-2.2% | $77,958+3.3% |
| Participation rate | 92.1% | 84.5%+7.5pp | 76.9%+15.2pp | 71.6%+20.4pp |
| Annual return | 20.98% | 20.88%+0.1pp | 25.88%-4.9pp | 20.87%+0.1pp |
| Employer contribution / active EE | $2,154 | $2,758-21.9% | $2,428-11.3% | $2,310-6.8% |
| Participant deferral / active EE | $5,740 | $4,634+23.9% | $3,706+54.9% | $3,537+62.3% |
| Admin fee / account holder | $12 | $74-83.8% | $5,608-99.8% | $97-87.7% |