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 7-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 | $85,870 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $32,400 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $16,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $30,232 | $58,644-48.4% | $177,989-83.0% | $199,593-84.9% |
| Participation rate | 68.6% | 65.5%+3.2pp | 77.1%-8.4pp | 72.0%-3.3pp |
| Annual return | 18.15% | 19.25%-1.1pp | 294.48%-276.3pp | 34.25%-16.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $3,949-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $6,890 | $4,248+62.2% | $6,276+9.8% | $5,087+35.4% |
| Admin fee / account holder | $101 | $145-30.8% | $10,363-99.0% | $269-62.6% |