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 |
|---|---|---|
SA STONE WEALTH MANAGEMENT3 years Service code 53 2 PERIMETER PARK S · BIRMINGHAM, AL 35209 | Insurance Commissions | $33,970 |
Filed as: DYATECH LLC. Service code 15 · EIN 64-0934231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $3,390 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $77,696 | $99,957-22.3% | $149,696-48.1% | $73,488+5.7% |
| Participation rate | 80.2% | 75.7%+4.5pp | 82.5%-2.3pp | 70.7%+9.5pp |
| Annual return | 23.13% | 53.87%-30.7pp | 276.60%-253.5pp | 28.51%-5.4pp |
| Employer contribution / active EE | $2,667 | $3,191-16.4% | $4,644-42.6% | $2,270+17.5% |
| Participant deferral / active EE | $6,458 | $6,073+6.3% | $6,842-5.6% | $3,740+72.7% |
| Admin fee / account holder | $16 | $551-97.1% | $9,309-99.8% | $513-96.9% |