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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,688 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,084 | $101,955+171.8% | $112,887+145.5% | $71,457+287.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | 21.85% | 28.92%-7.1pp | 34.10%-12.2pp | 28.85%-7.0pp |
| Employer contribution / active EE | $8,499 | $4,743+79.2% | $4,563+86.2% | $2,588+228.4% |
| Participant deferral / active EE | $11,930 | $6,771+76.2% | $6,513+83.2% | $4,289+178.2% |
| Admin fee / account holder | -$40 | $1,395-102.9% | $7,047-100.6% | $1,587-102.5% |