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 |
|---|---|---|
STRIBLING WHALEN FINANCIAL GROUP1+ years Service code 27 620 SPRING ST. SE · GAINESVILLE, GA 30501 | Advisory (Plan) | $21,190 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Direct payment from the plan; Recordk... | $12,249 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,379 | $57,108-3.0% | $94,224-41.2% | $52,331+5.8% |
| Participation rate | 90.7% | 72.9%+17.8pp | 78.8%+12.0pp | 68.1%+22.6pp |
| Annual return | 0.07% | 1.47%-1.4pp | 10.68%-10.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $3,105 | $1,735+78.9% | $3,587-13.4% | $1,882+65.0% |
| Participant deferral / active EE | $1,271 | $3,040-58.2% | $4,320-70.6% | $3,022-58.0% |
| Admin fee / account holder | $280 | $546-48.7% | $6,269-95.5% | $592-52.6% |