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: TORRILLO & ASSOCIATES, L Service code 10 · EIN 83-0414789 | Accounting | $59,240 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,816 |
Filed as: THE LAW FIRM OF ANTHONY Service code 29 · EIN 46-4015886 | Legal | $47,373 |
Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $20,081 |
Filed as: RETIREWELL ADMINISTRATIO Service code 13 · EIN 81-3429076 | Contract Administrator | $5,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $24,831 | $53,136-53.3% | $155,509-84.0% | $199,593-87.6% |
| Participation rate | 10.1% | 64.1%-54.0pp | 78.2%-68.1pp | 72.0%-61.9pp |
| Annual return | 6.33% | 41.15%-34.8pp | 64.67%-58.3pp | 34.25%-27.9pp |
| Employer contribution / active EE | $180 | $1,851-90.3% | $4,672-96.1% | $3,034-94.1% |
| Participant deferral / active EE | $409 | $3,161-87.1% | $5,626-92.7% | $5,087-92.0% |
| Admin fee / account holder | $763 | $185+311.7% | $15,912-95.2% | $269+183.9% |