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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,037 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,083 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $15,250 |
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $11,500 |
Form 5500 reported that benefits due were not provided when due.
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 | $82,286 | $2,679,533-96.9% | $164,813-50.1% | $199,593-58.8% |
| Participation rate | 89.0% | 78.3%+10.7pp | 78.6%+10.4pp | 72.0%+17.1pp |
| Annual return | 13.66% | 17.93%-4.3pp | 69.93%-56.3pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,654 | $2,970-44.3% | $4,341-61.9% | $3,034-45.5% |
| Participant deferral / active EE | $5,744 | $5,010+14.7% | $6,031-4.8% | $5,087+12.9% |
| Admin fee / account holder | $89 | $1,982-95.5% | $12,690-99.3% | $269-66.9% |