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 | $26,430 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,584 |
TANNER LLC5+ years Service code 16 · EIN 20-2253063 | Consulting | $15,451 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,558 | $91,019-30.2% | $392,568-83.8% | $72,985-12.9% |
| Participation rate | 71.6% | 74.4%-2.8pp | 78.1%-6.5pp | 69.5%+2.1pp |
| Annual return | 24.73% | 20.00%+4.7pp | 24.42%+0.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $5,136 | $2,751+86.7% | $3,783+35.8% | $2,440+110.5% |
| Participant deferral / active EE | $5,273 | $4,570+15.4% | $5,985-11.9% | $3,607+46.2% |
| Admin fee / account holder | $446 | $4,895-90.9% | $6,260-92.9% | $5,124-91.3% |