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 MANAGEMENT5 years Service code 53 2 PERIMETER PARK S · BIRMINGHAM, AL 35209 | Insurance Commissions | $25,513 |
Filed as: DYATECH LLC. Service code 15 · EIN 64-0934231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $2,551 |
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 | $79,322 | $82,664-4.0% | $125,339-36.7% | $68,494+15.8% |
| Participation rate | 86.2% | 75.0%+11.1pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,414 | $3,381+1.0% | $4,814-29.1% | $2,596+31.5% |
| Participant deferral / active EE | $8,429 | $6,110+37.9% | $7,446+13.2% | $4,027+109.3% |
| Admin fee / account holder | $8 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |