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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 8-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 |
|---|---|---|
PRECEPT ADVISORY GROUP1 year Filed as: PRECEPT ADVISORY GROUP LLC Service code 16 · EIN 56-1623293 | Consulting | $21,926 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,144 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,910 | $100,923-24.8% | $150,045-49.4% | $74,304+2.2% |
| Participation rate | 93.1% | 70.1%+23.1pp | 82.3%+10.8pp | 60.3%+32.8pp |
| Annual return | 15.82% | 51.77%-35.9pp | 62.55%-46.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $13 | $3,463-99.6% | $4,693-99.7% | $2,241-99.4% |
| Participant deferral / active EE | $15,934 | $6,709+137.5% | $7,997+99.2% | $3,767+322.9% |
| Admin fee / account holder | $237 | $2,767-91.4% | $13,435-98.2% | $2,969-92.0% |