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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $239,242 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 16 · EIN 35-2552359 | Consulting | $133,075 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL LLC Service code 51 · EIN 26-2409194 | Investment Mgmt Fees | $92,622 |
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 | $61,822 | $71,106-13.1% | $83,333-25.8% | $75,289-17.9% |
| Participation rate | 93.4% | 82.0%+11.4pp | 77.8%+15.6pp | 72.4%+21.0pp |
| Annual return | 3.39% | -0.56%+4.0pp | 10.63%-7.2pp | -0.04%+3.4pp |
| Employer contribution / active EE | $2,207 | $2,436-9.4% | $3,379-34.7% | $2,405-8.2% |
| Participant deferral / active EE | $7,005 | $6,249+12.1% | $5,565+25.9% | $3,739+87.4% |
| Admin fee / account holder | $149 | $72+106.0% | $7,510-98.0% | $102+45.7% |