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 GROUP2 years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $37,879 |
WARREN AVERETT, LLC2 years Service code 10 · EIN 45-4084437 | Accounting | $31,500 |
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 | $104,600 | $103,282+1.3% | $81,382+28.5% | $99,062+5.6% |
| Participation rate | 90.8% | 73.2%+17.6pp | 69.5%+21.3pp | 71.6%+19.2pp |
| Annual return | 14.06% | 15.11%-1.1pp | 24.73%-10.7pp | 17.66%-3.6pp |
| Employer contribution / active EE | $2,113 | $3,061-31.0% | $2,463-14.2% | $3,262-35.2% |
| Participant deferral / active EE | $5,799 | $4,549+27.5% | $3,883+49.3% | $5,331+8.8% |
| Admin fee / account holder | $8 | $78-89.9% | $5,768-99.9% | $109-92.7% |