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 | $194,898 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $124,973 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 16 · EIN 33-0818667 | Consulting | $120,091 |
MOSS ADAMS LLP3 years Service code 16 · EIN 91-0189318 | Consulting | $28,935 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,263 | $101,523+155.4% | $141,162+83.7% | $77,787+233.3% |
| Participation rate | 98.5% | 77.4%+21.1pp | 82.5%+16.0pp | 73.2%+25.3pp |
| Annual return | 22.23% | 56.22%-34.0pp | 71.39%-49.2pp | 32.57%-10.3pp |
| Employer contribution / active EE | $8,804 | $3,341+163.5% | $4,735+85.9% | $2,504+251.5% |
| Participant deferral / active EE | $9,872 | $6,434+53.4% | $6,709+47.1% | $3,967+148.8% |
| Admin fee / account holder | $116 | $92+27.0% | $10,261-98.9% | $100+16.2% |