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 | $526,716 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $109,091 |
AMERICAN FUNDS8+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $107,465 |
Filed as: SCHNEIDER DOWNS & CO, INC Service code 16 · EIN 25-1408703 | Consulting | $26,500 |
WARREN AVERETT, LLC1 year Service code 16 · EIN 45-4084437 | Consulting | $16,500 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $11,250 |
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 | $153,845 | $78,044+97.1% | $93,789+64.0% | $78,044+97.1% |
| Participation rate | 94.2% | 74.4%+19.8pp | 81.0%+13.3pp | 74.4%+19.8pp |
| Annual return | -14.89% | 10.87%-25.8pp | -11.33%-3.6pp | 10.87%-25.8pp |
| Employer contribution / active EE | $4,479 | $3,125+43.4% | $4,323+3.6% | $3,125+43.4% |
| Participant deferral / active EE | $9,679 | $5,084+90.4% | $6,094+58.8% | $5,084+90.4% |
| Admin fee / account holder | $67 | $79-15.3% | $7,195-99.1% | $79-15.3% |