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 |
|---|---|---|
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $5,074 |
Service code 16 · EIN 04-2530412 | Consulting | $3,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,575 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 10 · EIN 37-6572947 | Accounting | $750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,535 | $71,883-50.6% | $86,677-59.0% | $68,494-48.1% |
| Participation rate | 84.9% | 72.2%+12.6pp | 76.6%+8.3pp | 67.9%+17.0pp |
| Annual return | -17.68% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,461 | $2,173+13.3% | $2,836-13.2% | $2,596-5.2% |
| Participant deferral / active EE | $3,061 | $3,779-19.0% | $4,656-34.2% | $4,027-24.0% |
| Admin fee / account holder | $33 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |