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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.
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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 | $24,335 |
STIFEL NICOLAUS & CO INC2 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $13,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,047 | $51,197-10.1% | $82,719-44.3% | $66,914-31.2% |
| Participation rate | 69.7% | 67.8%+1.9pp | 72.6%-2.8pp | 69.8%-0.1pp |
| Annual return | -11.82% | -9.64%-2.2pp | 701.18%-713.0pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,305 | $2,611-50.0% | $3,009-56.6% | $2,544-48.7% |
| Participant deferral / active EE | $5,132 | $3,458+48.4% | $4,395+16.8% | $4,237+21.1% |
| Admin fee / account holder | $428 | $416+2.9% | $5,329-92.0% | $593-27.9% |