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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,498 |
MCF ADVISORS LLC6+ years Filed as: MCF ADVISORS Service code 27 · EIN 20-0566061 | Advisory (Plan) | $28,428 |
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 | $44,490 | $82,783-46.3% | $133,956-66.8% | $90,288-50.7% |
| Participation rate | 86.9% | 81.3%+5.7pp | 79.8%+7.1pp | 73.4%+13.6pp |
| Annual return | 18.37% | 21.89%-3.5pp | 45.09%-26.7pp | 53.97%-35.6pp |
| Employer contribution / active EE | $1,037 | $2,388-56.6% | $3,919-73.5% | $2,524-58.9% |
| Participant deferral / active EE | $3,030 | $4,291-29.4% | $5,048-40.0% | $4,232-28.4% |
| Admin fee / account holder | $36 | $93-61.4% | $8,927-99.6% | $114-68.6% |