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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,092 | $37,196+104.6% | $154,107-50.6% | $55,725+36.5% |
| Participation rate | 63.0% | 64.1%-1.1pp | 83.0%-20.1pp | 70.9%-7.9pp |
| Annual return | -6.08% | 1319.68%-1325.8pp | 735.12%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,346 | $1,614-16.6% | $5,298-74.6% | $2,078-35.2% |
| Participant deferral / active EE | $4,390 | $2,068+112.2% | $5,081-13.6% | $3,356+30.8% |
| Admin fee / account holder | $49 | $102-51.9% | $13,411-99.6% | $115-57.6% |