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 |
|---|---|---|
FIRST STREET ADVISORS, INC.2+ years Service code 16 · EIN 26-3190745 | Consulting | $24,936 |
LTSP, INC.1 year Filed as: LTSP, INC Service code 10 · EIN 95-3864890 | Accounting | $22,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,868 |
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 | $64,796 | $46,100+40.6% | $86,590-25.2% | $69,631-6.9% |
| Participation rate | 75.1% | 67.2%+7.9pp | 73.5%+1.5pp | 70.7%+4.4pp |
| Annual return | 16.06% | 21.02%-5.0pp | 964.84%-948.8pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $758 | $1,850-59.0% | $2,839-73.3% | $2,032-62.7% |
| Participant deferral / active EE | $3,071 | $2,432+26.3% | $3,609-14.9% | $3,224-4.7% |
| Admin fee / account holder | $53 | $94-43.8% | $4,906-98.9% | $110-52.3% |