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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 71-0294708 | Advisory (Plan) | $16,349 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS, LLC Service code 10 · EIN 44-0160260 | Accounting | $7,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,738 | $45,031+19.3% | $84,966-36.8% | $77,643-30.8% |
| Participation rate | 10.3% | 48.7%-38.3pp | 67.5%-57.2pp | 70.6%-60.2pp |
| Annual return | 12.04% | 79.22%-67.2pp | 66.38%-54.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $480 | $2,807-82.9% | $4,519-89.4% | $4,647-89.7% |
| Admin fee / account holder | $177 | $912-80.6% | $6,149-97.1% | $430-58.9% |