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 | $189,112 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $85,259 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,864 |
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 | $53,589 | $104,697-48.8% | $96,544-44.5% | $80,160-33.1% |
| Participation rate | 96.0% | 86.4%+9.6pp | 76.0%+20.0pp | 72.9%+23.1pp |
| Annual return | 18.99% | 21.78%-2.8pp | 25.84%-6.9pp | 40.38%-21.4pp |
| Employer contribution / active EE | $1,878 | $3,536-46.9% | $2,965-36.7% | $2,978-36.9% |
| Participant deferral / active EE | $6,902 | $6,188+11.5% | $4,851+42.3% | $5,017+37.6% |
| Admin fee / account holder | $129 | $107+21.2% | $8,252-98.4% | $145-10.7% |