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 13 · EIN 42-0127290 | Contract Administrator | $108,771 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $90,743 |
WILLIAM VAUGHAN COMPANY6 years Service code 10 · EIN 34-1145015 | Accounting | $22,895 |
APPLE GROWTH PARTNERS10+ years Service code 27 · EIN 34-1082617 | Advisory (Plan) | $18,992 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,573 | $98,727-21.4% | $113,168-31.5% | $85,563-9.3% |
| Participation rate | 90.8% | 80.8%+10.0pp | 76.6%+14.3pp | 66.0%+24.9pp |
| Annual return | 2.36% | 17.43%-15.1pp | 24.27%-21.9pp | 31.51%-29.2pp |
| Employer contribution / active EE | $2,417 | $2,907-16.9% | $2,975-18.8% | $2,654-8.9% |
| Participant deferral / active EE | $5,408 | $5,424-0.3% | $5,107+5.9% | $4,375+23.6% |
| Admin fee / account holder | $258 | $357-27.7% | $12,068-97.9% | $834-69.1% |