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 |
|---|---|---|
ADVISOR RESOURCE COUNCIL1 year Filed as: ADVISOR Service code 27 · EIN 38-3466149 | Advisory (Plan) | $38,077 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $249,125 | $100,801+147.1% | $149,696+66.4% | $73,409+239.4% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.5%-82.5pp | 72.2%-72.2pp |
| Annual return | 31.24% | 265.34%-234.1pp | 276.60%-245.4pp | 59.29%-28.1pp |
| Employer contribution / active EE | $1,439 | $3,312-56.6% | $4,644-69.0% | $2,234-35.6% |
| Participant deferral / active EE | $6,642 | $6,404+3.7% | $6,842-2.9% | $3,805+74.5% |
| Admin fee / account holder | $792 | $181+337.9% | $9,309-91.5% | $158+401.5% |