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 27 · EIN 35-2552359 | Advisory (Plan) | $27,109 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,420 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,344 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,294 | $91,407-6.7% | $135,903-37.2% | $71,457+19.4% |
| Participation rate | 96.2% | 75.7%+20.5pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 20.99% | 29.90%-8.9pp | 68.23%-47.2pp | 28.85%-7.9pp |
| Employer contribution / active EE | $4,460 | $3,703+20.4% | $4,856-8.2% | $2,588+72.3% |
| Participant deferral / active EE | $14,820 | $7,092+109.0% | $7,758+91.0% | $4,289+245.6% |
| Admin fee / account holder | $251 | $1,266-80.2% | $10,762-97.7% | $1,587-84.2% |