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 27 · EIN 34-1753575 | Advisory (Plan) | $86,197 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $66,200 |
ERNST & YOUNG LLP6 years Service code 10 · EIN 34-6565596 | Accounting | $61,800 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,186 |
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 | $93,003 | $88,890+4.6% | $102,423-9.2% | $77,643+19.8% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 11.95% | 24.98%-13.0pp | 29.32%-17.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $3,800 | $2,698+40.9% | $3,023+25.7% | $2,726+39.4% |
| Participant deferral / active EE | $5,403 | $5,145+5.0% | $5,053+6.9% | $4,647+16.3% |
| Admin fee / account holder | $212 | $235-10.0% | $9,451-97.8% | $430-50.8% |