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.
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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 |
|---|---|---|
PRASAD I ELAMANA1 year Filed as: PRASAD WEALTH PARTNERS LLC Service code 27 · EIN 99-4764446 | Advisory (Plan) | $53,475 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,033 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $7,350 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,666 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,620 | $56,767-49.6% | $101,794-71.9% | $85,563-66.6% |
| Participation rate | 79.6% | 57.6%+22.0pp | 69.2%+10.4pp | 66.0%+13.6pp |
| Annual return | 16.94% | 17.76%-0.8pp | 30.53%-13.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $421 | $1,112-62.1% | $2,289-81.6% | $2,654-84.1% |
| Participant deferral / active EE | $3,760 | $2,720+38.2% | $4,084-7.9% | $4,375-14.1% |
| Admin fee / account holder | $127 | $1,098-88.5% | $8,777-98.6% | $834-84.8% |