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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $419,872 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 · EIN 84-4826355 | Advisory (Plan) | $55,000 |
COHNREZNICK LLP10+ years Service code 10 · EIN 22-1478099 | Accounting | $40,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,573 | $47,385-10.2% | $56,411-24.5% | $106,382-60.0% |
| Participation rate | 32.3% | 33.2%-0.9pp | 52.5%-20.2pp | 69.9%-37.6pp |
| Annual return | 16.23% | 17.29%-1.1pp | 1701.33%-1685.1pp | 17.37%-1.1pp |
| Employer contribution / active EE | $827 | $623+32.7% | $1,039-20.4% | $3,364-75.4% |
| Participant deferral / active EE | $1,776 | $1,440+23.3% | $1,952-9.0% | $5,569-68.1% |
| Admin fee / account holder | $111 | $78+41.8% | $2,829-96.1% | $79+39.9% |