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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $131,776 |
Filed as: SYNOVUS TRUST COMPANY, N.A. Service code 27 · EIN 58-2146977 | Advisory (Plan) | $79,049 |
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $44,794 |
GGM ASSOCIATES INC1 year Service code 10 · EIN 84-4230150 | Accounting | $34,000 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $5,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,943 | $67,679-39.5% | $155,509-73.7% | $99,062-58.7% |
| Participation rate | 23.7% | 67.2%-43.5pp | 78.2%-54.5pp | 71.6%-48.0pp |
| Annual return | 20.18% | 16.16%+4.0pp | 64.67%-44.5pp | 17.66%+2.5pp |
| Employer contribution / active EE | $36 | $2,268-98.4% | $4,672-99.2% | $3,262-98.9% |
| Participant deferral / active EE | $1,345 | $3,828-64.9% | $5,626-76.1% | $5,331-74.8% |
| Admin fee / account holder | $105 | $94+12.2% | $15,912-99.3% | $109-3.5% |