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 | $169,332 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $82,146 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,207 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,217 | $130,141-69.9% | $86,677-54.8% | $77,904-49.7% |
| Participation rate | 93.8% | 85.9%+7.9pp | 76.6%+17.3pp | 73.7%+20.2pp |
| Annual return | -16.22% | -12.75%-3.5pp | 35.91%-52.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $1,512 | $3,220-53.0% | $2,836-46.7% | $2,848-46.9% |
| Participant deferral / active EE | $6,171 | $5,757+7.2% | $4,656+32.6% | $4,806+28.4% |
| Admin fee / account holder | $102 | $132-22.3% | $7,493-98.6% | $133-22.7% |