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 9-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 |
|---|---|---|
Filed as: OMNI 360 WEALTH INC Service code 27 · EIN 22-3436692 | Advisory (Plan) | $64,919 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $28,169 |
Filed as: STALKER & ASSOCIATES, INC Service code 15 · EIN 23-2756743 | Recordkeeping | $24,546 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $13,404 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,738 | $45,031+12.7% | $84,966-40.3% | $77,643-34.7% |
| Participation rate | 49.0% | 48.7%+0.4pp | 67.5%-18.5pp | 70.6%-21.5pp |
| Annual return | 36.37% | 79.22%-42.8pp | 66.38%-30.0pp | 31.24%+5.1pp |
| Employer contribution / active EE | $704 | $1,609-56.3% | $2,727-74.2% | $2,726-74.2% |
| Participant deferral / active EE | $1,959 | $2,807-30.2% | $4,519-56.7% | $4,647-57.9% |
| Admin fee / account holder | $285 | $912-68.7% | $6,149-95.4% | $430-33.8% |