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 |
|---|---|---|
IRA GROUP1 year Service code 27 · EIN 58-1989031 | Advisory (Plan) | $110,471 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $42,210 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,656 | $93,283+2.5% | $77,163+24.0% | $103,482-7.6% |
| Participation rate | 89.3% | 79.3%+10.0pp | 69.6%+19.7pp | 73.3%+16.0pp |
| Annual return | 15.62% | 17.40%-1.8pp | 37.87%-22.3pp | 33.11%-17.5pp |
| Employer contribution / active EE | $5,509 | $3,170+73.8% | $2,535+117.3% | $3,208+71.7% |
| Participant deferral / active EE | $2,042 | $4,624-55.9% | $3,833-46.7% | $5,207-60.8% |
| Admin fee / account holder | $17 | $78-78.0% | $5,472-99.7% | $114-84.9% |