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 |
|---|---|---|
CALVETTI FERGUSON1 year Service code 10 · EIN 13-4255527 | Accounting | $19,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
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 | $41,491 | $69,977-40.7% | $108,579-61.8% | $62,891-34.0% |
| Participation rate | 97.9% | 72.9%+25.0pp | 79.6%+18.3pp | 69.3%+28.6pp |
| Annual return | 5.81% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,134 | $2,135+46.8% | $3,758-16.6% | $2,281+37.4% |
| Participant deferral / active EE | $4,938 | $3,165+56.0% | $4,311+14.6% | $3,203+54.2% |
| Admin fee / account holder | $173 | $5,076-96.6% | $7,645-97.7% | $4,296-96.0% |