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 | $311,717 |
JANNEY MONTGOMERY SCOTT LLC4 years Service code 27 · EIN 23-1918844 | Advisory (Plan) | $58,814 |
KEITER1 year Service code 10 · EIN 54-1631262 | Accounting | $7,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $17,549 | $32,762-46.4% | $84,611-79.3% | $89,569-80.4% |
| Participation rate | 12.9% | 34.6%-21.7pp | 68.2%-55.3pp | 69.6%-56.7pp |
| Annual return | 36.60% | 28.37%+8.2pp | 258.74%-222.1pp | 34.56%+2.0pp |
| Employer contribution / active EE | $46 | $564-91.8% | $2,652-98.3% | $2,584-98.2% |
| Participant deferral / active EE | $1,224 | $1,501-18.4% | $3,899-68.6% | $4,220-71.0% |
| Admin fee / account holder | $68 | $82-18.1% | $4,912-98.6% | $72-5.7% |