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 | $346,841 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,835 |
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 | $82,430 | $100,921-18.3% | $82,313+0.1% | $177,276-53.5% |
| Participation rate | 88.2% | 86.9%+1.2pp | 76.9%+11.3pp | 74.8%+13.3pp |
| Annual return | 22.81% | 20.33%+2.5pp | 25.88%-3.1pp | 21.25%+1.6pp |
| Employer contribution / active EE | $1,817 | $3,145-42.3% | $2,428-25.2% | $2,479-26.7% |
| Participant deferral / active EE | $7,740 | $5,192+49.1% | $3,706+108.9% | $3,881+99.5% |
| Admin fee / account holder | $63 | $64-1.3% | $5,608-98.9% | $154-58.9% |