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 | Distribution (12b-1) fees; Sales load... | $129,113 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 16 · EIN 30-0282430 | Consulting | $35,864 |
WRIGHT FORD YOUNG & CO3 years Service code 10 · EIN 95-3288054 | Accounting | $8,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $115 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $41,120 | $64,286-36.0% | $90,951-54.8% | $73,409-44.0% |
| Participation rate | 92.7% | 63.6%+29.1pp | 69.0%+23.7pp | 72.2%+20.5pp |
| Annual return | 16.77% | 21.45%-4.7pp | 134.60%-117.8pp | 59.29%-42.5pp |
| Employer contribution / active EE | $1,770 | $895+97.9% | $2,122-16.6% | $2,234-20.7% |
| Participant deferral / active EE | $5,253 | $2,453+114.1% | $3,373+55.7% | $3,805+38.0% |
| Admin fee / account holder | $220 | $287-23.2% | $5,959-96.3% | $158+39.7% |