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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 |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $5,043 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,839 | $100,923-84.3% | $150,045-89.4% | $74,304-78.7% |
| Participation rate | 91.0% | 70.1%+20.9pp | 82.3%+8.7pp | 60.3%+30.7pp |
| Annual return | 52.45% | 51.77%+0.7pp | 62.55%-10.1pp | 29.43%+23.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,318 | $6,709-5.8% | $7,997-21.0% | $3,767+67.7% |
| Admin fee / account holder | $23 | $2,767-99.2% | $13,435-99.8% | $2,969-99.2% |