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 |
|---|---|---|
FAIRVIEW FINANCIAL LLC10+ years Service code 27 · EIN 04-3704508 | Advisory (Plan) | $65,256 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,304 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,104 | $89,436-48.4% | $164,813-72.0% | $77,643-40.6% |
| Participation rate | 86.9% | 78.6%+8.3pp | 78.6%+8.3pp | 70.6%+16.4pp |
| Annual return | 20.15% | 28.83%-8.7pp | 69.93%-49.8pp | 31.24%-11.1pp |
| Employer contribution / active EE | -$52 | $2,569-102.0% | $4,341-101.2% | $2,726-101.9% |
| Participant deferral / active EE | $6,162 | $4,897+25.8% | $6,031+2.2% | $4,647+32.6% |
| Admin fee / account holder | $256 | $339-24.6% | $12,690-98.0% | $430-40.5% |