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 |
|---|---|---|
MH CPA PLLC7+ years Filed as: CPA ASSOCIATES PC Service code 10 · EIN 42-1144302 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,491 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,036 | $185,342-40.6% | $111,297-1.1% | $86,799+26.8% |
| Participation rate | 84.7% | 81.0%+3.7pp | 77.3%+7.4pp | 72.3%+12.4pp |
| Annual return | 13.22% | 500.80%-487.6pp | 54.65%-41.4pp | 97.91%-84.7pp |
| Employer contribution / active EE | $559 | $2,246-75.1% | $2,731-79.5% | $2,405-76.7% |
| Participant deferral / active EE | $3,835 | $4,458-14.0% | $4,487-14.5% | $4,131-7.2% |
| Admin fee / account holder | $73 | $255-71.4% | $7,964-99.1% | $170-56.9% |