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 | $19,453 |
LINSCOMB & WILLIAMS1 year Filed as: LINSCOMB WEALTH INC Service code 27 · EIN 20-3395446 | Advisory (Plan) | $6,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,272 | $49,915+50.8% | $154,803-51.4% | $74,304+1.3% |
| Participation rate | 86.0% | 54.0%+32.0pp | 78.1%+7.9pp | 60.3%+25.6pp |
| Annual return | 16.98% | 34.06%-17.1pp | 58.88%-41.9pp | 29.43%-12.4pp |
| Employer contribution / active EE | $3,541 | $1,611+119.8% | $4,305-17.7% | $2,241+58.0% |
| Participant deferral / active EE | $3,780 | $2,255+67.7% | $5,540-31.8% | $3,767+0.3% |
| Admin fee / account holder | $208 | $2,189-90.5% | $14,329-98.6% | $2,969-93.0% |