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 | $12,832 |
Filed as: PRIVATE ADVISOR GROUP Service code 27 · EIN 27-3646373 | Advisory (Plan) | $0 |
Annual investment return 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 | $36,660 | $70,475-48.0% | $100,516-63.5% | $79,858-54.1% |
| Participation rate | 78.4% | 73.7%+4.7pp | 79.4%-1.0pp | 69.6%+8.7pp |
| Annual return | 11.60% | 21.90%-10.3pp | 30.89%-19.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,020 | $2,165-52.9% | $3,418-70.2% | $2,471-58.7% |
| Participant deferral / active EE | $5,165 | $5,181-0.3% | $6,270-17.6% | $3,740+38.1% |
| Admin fee / account holder | $165 | $4,478-96.3% | $8,081-98.0% | $5,306-96.9% |