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 |
|---|---|---|
Filed as: TOOMEY INVESTMENT MANAGEMENT INC. Service code 27 · EIN 27-1418696 | Advisory (Plan) | $16,805 |
Filed as: PEACH & MCPHERSON Service code 64 · EIN 06-1190201 | Recordkeeping Fees | $10,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $169 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,559 | $39,798-20.7% | $67,711-53.4% | $59,632-47.1% |
| Participation rate | 72.3% | 57.4%+15.0pp | 67.5%+4.8pp | 68.7%+3.6pp |
| Annual return | 0.14% | 89.94%-89.8pp | 25.41%-25.3pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,613 | $2,335+97.6% | $3,585+28.7% | $3,192+44.5% |
| Admin fee / account holder | $248 | $3,212-92.3% | $4,255-94.2% | $4,297-94.2% |