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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.
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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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,984 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $34,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $112,443 | $58,926+90.8% | $97,226+15.7% | $74,495+50.9% |
| Participation rate | 70.5% | 63.5%+7.0pp | 72.7%-2.2pp | 67.2%+3.3pp |
| Annual return | 11.45% | 16.04%-4.6pp | 75.13%-63.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,405 | $1,894-25.8% | $2,729-48.5% | $2,623-46.5% |
| Participant deferral / active EE | $5,832 | $3,664+59.2% | $4,264+36.8% | $4,346+34.2% |
| Admin fee / account holder | $444 | $1,974-77.5% | $5,654-92.2% | $1,942-77.2% |