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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,216 |
NFP RETIREMENT INC3+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,274 |
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 | $235,706 | $89,739+162.7% | $149,718+57.4% | $62,292+278.4% |
| Participation rate | 90.7% | 85.1%+5.6pp | 87.1%+3.7pp | 69.5%+21.2pp |
| Annual return | 14.95% | 21.01%-6.1pp | 1501.63%-1486.7pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,714 | $3,233+14.9% | $5,445-31.8% | $2,042+81.9% |
| Participant deferral / active EE | $10,423 | $4,797+117.3% | $6,569+58.7% | $3,169+228.9% |
| Admin fee / account holder | $168 | $551-69.6% | $11,283-98.5% | $479-65.0% |