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 |
|---|---|---|
CORNERSTONE WEALTH GROUP1 year Filed as: CORNERSTONE ADVISORY LLP Service code 27 · EIN 74-3193386 | Advisory (Plan) | $33,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
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 | $33,457 | $42,810-21.8% | $169,463-80.3% | $55,725-40.0% |
| Participation rate | 95.1% | 64.7%+30.3pp | 77.8%+17.3pp | 70.9%+24.2pp |
| Annual return | -5.68% | -3.61%-2.1pp | 1.83%-7.5pp | 244.93%-250.6pp |
| Employer contribution / active EE | $460 | $1,402-67.2% | $4,159-88.9% | $2,078-77.9% |
| Participant deferral / active EE | $3,502 | $3,141+11.5% | $5,277-33.6% | $3,356+4.4% |
| Admin fee / account holder | $93 | $106-13.0% | $9,109-99.0% | $115-19.6% |