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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,259 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,119 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,285 | $79,519+8.5% | $95,952-10.1% | $73,409+17.5% |
| Participation rate | 70.8% | 81.2%-10.3pp | 77.1%-6.2pp | 72.2%-1.3pp |
| Annual return | 16.96% | 19.20%-2.2pp | 91.61%-74.7pp | 59.29%-42.3pp |
| Employer contribution / active EE | $1,903 | $2,048-7.1% | $2,541-25.1% | $2,234-14.8% |
| Participant deferral / active EE | $4,327 | $4,138+4.6% | $4,167+3.8% | $3,805+13.7% |
| Admin fee / account holder | $29 | $184-84.2% | $6,795-99.6% | $158-81.5% |