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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $112,153 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 16 · EIN 30-0282430 | Consulting | $28,580 |
WRIGHT FORD YOUNG & CO2 years Service code 10 · EIN 95-3288054 | Accounting | $10,500 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $208 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,742 | $40,174+1.4% | $84,015-51.5% | $67,579-39.7% |
| Participation rate | 95.1% | 62.7%+32.5pp | 69.0%+26.1pp | 71.3%+23.9pp |
| Annual return | 25.77% | 25.82%-0.1pp | 71.31%-45.5pp | 378.56%-352.8pp |
| Employer contribution / active EE | $1,596 | $808+97.6% | $1,983-19.5% | $2,148-25.7% |
| Participant deferral / active EE | $5,525 | $2,301+140.1% | $3,239+70.6% | $3,539+56.1% |
| Admin fee / account holder | $227 | $128+77.1% | $6,101-96.3% | $142+59.7% |