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) | $7,967 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
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 | $116,298 | $69,231+68.0% | $91,989+26.4% | $67,579+72.1% |
| Participation rate | 93.2% | 78.9%+14.3pp | 78.6%+14.6pp | 71.3%+21.9pp |
| Annual return | 27.49% | 32.03%-4.5pp | 69.02%-41.5pp | 378.56%-351.1pp |
| Employer contribution / active EE | $6,840 | $2,284+199.4% | $3,452+98.1% | $2,148+218.5% |
| Participant deferral / active EE | $9,954 | $5,854+70.0% | $5,923+68.1% | $3,539+181.2% |
| Admin fee / account holder | $22 | $107-80.0% | $7,743-99.7% | $142-84.9% |