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 |
|---|---|---|
STIFEL NICOLAUS & CO INC11+ years Service code 55 · EIN 43-0538770 | Other Commissions | $34,243 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,537 | $57,831+56.6% | $82,389+9.9% | $85,563+5.8% |
| Participation rate | 37.4% | 55.0%-17.6pp | 69.5%-32.1pp | 66.0%-28.5pp |
| Annual return | 13.63% | 17.86%-4.2pp | 28.67%-15.0pp | 31.51%-17.9pp |
| Employer contribution / active EE | $541 | $1,643-67.0% | $2,517-78.5% | $2,654-79.6% |
| Participant deferral / active EE | $2,073 | $3,118-33.5% | $4,155-50.1% | $4,375-52.6% |
| Admin fee / account holder | $24 | $1,391-98.3% | $7,231-99.7% | $834-97.1% |