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) | $68,420 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$109,607 |
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 | $101,058 | $96,458+4.8% | $136,294-25.9% | $77,958+29.6% |
| Participation rate | 84.7% | 75.4%+9.3pp | 81.9%+2.8pp | 71.6%+13.1pp |
| Annual return | 21.97% | 23.78%-1.8pp | 5155.94%-5134.0pp | 20.87%+1.1pp |
| Employer contribution / active EE | $3,227 | $3,144+2.6% | $4,695-31.3% | $2,310+39.7% |
| Participant deferral / active EE | $11,105 | $5,902+88.1% | $6,247+77.8% | $3,537+214.0% |
| Admin fee / account holder | -$21 | $80-126.0% | $9,243-100.2% | $97-121.5% |