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 27 · EIN 35-2552359 | Advisory (Plan) | $25,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,722 |
GLASS JACOBSON INVESTMENT ADVISORS1 year Filed as: GLASS JACOBSON, PA Service code 10 · EIN 52-1035214 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,939 | $104,475-57.0% | $159,436-71.8% | $79,386-43.4% |
| Participation rate | 71.8% | 76.6%-4.8pp | 82.8%-11.0pp | 70.7%+1.1pp |
| Annual return | 24.25% | 67.95%-43.7pp | 263.57%-239.3pp | 116.85%-92.6pp |
| Employer contribution / active EE | $1,450 | $3,417-57.6% | $4,829-70.0% | $2,427-40.3% |
| Participant deferral / active EE | $7,340 | $6,467+13.5% | $7,352-0.2% | $4,046+81.4% |
| Admin fee / account holder | $387 | $711-45.6% | $10,799-96.4% | $626-38.2% |