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 37 · EIN 04-2647786 | Loan Processing | $259,427 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,681 |
PLANTE & MORAN, PLLC9+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,200 |
Form 5500 reported that benefits due were not provided when due.
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 | $103,661 | $121,599-14.8% | $135,903-23.7% | $103,482+0.2% |
| Participation rate | 85.4% | 76.2%+9.2pp | 81.9%+3.5pp | 73.3%+12.1pp |
| Annual return | 24.95% | 26.09%-1.1pp | 68.23%-43.3pp | 33.11%-8.2pp |
| Employer contribution / active EE | $3,587 | $4,627-22.5% | $4,856-26.1% | $3,208+11.8% |
| Participant deferral / active EE | $10,608 | $7,782+36.3% | $7,758+36.7% | $5,207+103.7% |
| Admin fee / account holder | $35 | $76-53.2% | $10,762-99.7% | $114-69.0% |