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 |
|---|---|---|
GLASS JACOBSON INV. ADVISORS LLC2 years Service code 99 · EIN 52-2226056 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,046 | $85,766-20.7% | $136,294-50.1% | $70,131-3.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 17.10% | 31.45%-14.4pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,016 | $2,966-32.0% | $4,695-57.1% | $2,342-13.9% |
| Participant deferral / active EE | $11,343 | $5,051+124.6% | $6,247+81.6% | $3,332+240.5% |
| Admin fee / account holder | $196 | $5,420-96.4% | $9,243-97.9% | $4,645-95.8% |