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 7-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) | $857,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | $341,421 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $281,250 |
VERUS1 year Service code 27 · EIN 91-1320111 | Advisory (Plan) | $62,500 |
HOLLAND & KNIGHT1 year Service code 29 · EIN 59-0663819 | Legal | $41,699 |
REED SMITH LLP1 year Filed as: REED SMITH LLC Service code 29 · EIN 25-0749630 | Legal | $10,161 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,526 | $106,649+48.6% | $80,019+98.1% | $68,904+130.1% |
| Participation rate | 98.9% | 88.1%+10.8pp | 75.8%+23.1pp | 74.1%+24.8pp |
| Annual return | -5.68% | -0.87%-4.8pp | 11.22%-16.9pp | 1.07%-6.7pp |
| Employer contribution / active EE | $15,016 | $4,132+263.4% | $2,468+508.5% | $2,540+491.1% |
| Participant deferral / active EE | $12,432 | $6,395+94.4% | $3,686+237.3% | $4,015+209.6% |
| Admin fee / account holder | $173 | $58+198.1% | $6,521-97.3% | $71+142.8% |