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 37 · EIN 04-2647786 | Loan Processing | $26,083 |
HAZARD & SIEGEL INC8+ years Service code 27 · EIN 20-0032740 | Advisory (Plan) | $24,268 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,730 | $50,199+30.9% | $70,092-6.2% | $66,914-1.8% |
| Participation rate | 72.5% | 66.3%+6.2pp | 70.5%+2.0pp | 69.8%+2.7pp |
| Annual return | -16.15% | -13.85%-2.3pp | 190.73%-206.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,717 | $1,864+45.8% | $2,559+6.2% | $2,544+6.8% |
| Participant deferral / active EE | $3,043 | $3,112-2.2% | $3,849-20.9% | $4,237-28.2% |
| Admin fee / account holder | $343 | $600-42.9% | $6,267-94.5% | $593-42.3% |