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 |
|---|---|---|
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $13,525 |
SUMMA HEALTH1 year Service code 29 · EIN 34-1887844 | Legal | $4,212 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,399 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,074 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,780 | $44,989-42.7% | $170,442-84.9% | $77,958-66.9% |
| Participation rate | 85.6% | 64.6%+21.0pp | 83.6%+2.0pp | 71.6%+14.0pp |
| Annual return | 17.41% | 19.61%-2.2pp | 205.93%-188.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $354 | $1,466-75.9% | $5,433-93.5% | $2,310-84.7% |
| Participant deferral / active EE | $987 | $2,208-55.3% | $4,939-80.0% | $3,537-72.1% |
| Admin fee / account holder | -$1 | $69-100.8% | $13,880-100.0% | $97-100.6% |