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 9-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 15 · EIN 16-1450952 | Recordkeeping | $58,105 |
Filed as: FINANCIAL PLANNING CONCEPTS OF Service code 27 · EIN 13-3573976 | Advisory (Plan) | $56,126 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 06-1194217 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,708 | $95,918-58.6% | $151,611-73.8% | $77,904-49.0% |
| Participation rate | 64.8% | 88.7%-24.0pp | 87.5%-22.7pp | 73.7%-8.9pp |
| Annual return | 4.00% | -5.50%+9.5pp | 3.33%+0.7pp | 12.21%-8.2pp |
| Employer contribution / active EE | $2,197 | $4,330-49.3% | $6,166-64.4% | $2,848-22.9% |
| Participant deferral / active EE | $4,648 | $7,508-38.1% | $8,363-44.4% | $4,806-3.3% |
| Admin fee / account holder | $86 | $93-7.3% | $11,616-99.3% | $133-34.8% |