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 27 · EIN 04-2675571 | Advisory (Plan) | $25,000 |
TAWNEY, PLLC2 years Service code 10 · EIN 46-4585449 | Accounting | $11,973 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,869 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,803 | $73,404-7.6% | $87,100-22.2% | $67,579+0.3% |
| Participation rate | 92.6% | 80.9%+11.8pp | 76.9%+15.8pp | 71.3%+21.4pp |
| Annual return | 26.91% | 48.29%-21.4pp | 28.19%-1.3pp | 378.56%-351.6pp |
| Employer contribution / active EE | $3,075 | $2,014+52.7% | $2,521+22.0% | $2,148+43.2% |
| Participant deferral / active EE | $9,391 | $3,913+140.0% | $4,049+132.0% | $3,539+165.3% |
| Admin fee / account holder | $31 | $142-78.1% | $7,497-99.6% | $142-78.2% |