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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,638 | $76,050-7.1% | $96,544-26.8% | $71,457-1.1% |
| Participation rate | 86.4% | 74.4%+12.0pp | 76.0%+10.5pp | 67.9%+18.5pp |
| Annual return | 17.63% | 22.81%-5.2pp | 25.84%-8.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,428 | $2,244-36.4% | $2,965-51.8% | $2,588-44.8% |
| Participant deferral / active EE | $4,928 | $4,215+16.9% | $4,851+1.6% | $4,289+14.9% |
| Admin fee / account holder | $49 | $2,707-98.2% | $8,252-99.4% | $1,587-96.9% |