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 |
|---|---|---|
Filed as: CORNERSTONE FINANCIAL ADVISORS, LLC Service code 99 | Other Fees | $20,364 |
Filed as: CORNERSTONE FINANCIAL ADVISORS LLC Service code 99 · EIN 57-1191965 | Other Fees | $0 |
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).
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 | $62,191 | $58,726+5.9% | $92,233-32.6% | $62,292-0.2% |
| Participation rate | 52.8% | 68.3%-15.6pp | 76.5%-23.7pp | 69.5%-16.7pp |
| Annual return | 17.22% | 43.62%-26.4pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $760 | $2,392-68.2% | $3,679-79.3% | $2,042-62.8% |
| Participant deferral / active EE | $3,359 | $2,766+21.5% | $3,897-13.8% | $3,169+6.0% |
| Admin fee / account holder | $305 | $556-45.1% | $5,194-94.1% | $479-36.3% |