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 |
|---|---|---|
ROSS SINCLAIRE & ASSOCIATES1+ years Filed as: ROSS, SINCLAIRE & ASSOCIATE, LLC Service code 16 · EIN 20-2461737 | Consulting | $42,437 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,549 | $50,106-21.1% | $70,014-43.5% | $57,658-31.4% |
| Participation rate | 61.8% | 70.9%-9.1pp | 71.8%-10.0pp | 70.2%-8.4pp |
| Annual return | 9.58% | 14.58%-5.0pp | 12.99%-3.4pp | 5.13%+4.4pp |
| Employer contribution / active EE | $429 | $1,739-75.3% | $2,338-81.6% | $1,974-78.3% |
| Participant deferral / active EE | $2,105 | $2,486-15.3% | $2,931-28.2% | $3,061-31.2% |
| Admin fee / account holder | $112 | $89+25.1% | $4,380-97.5% | $95+18.0% |