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 |
|---|---|---|
LAWRENCE F. TORNETTA LLC2 years Service code 10 · EIN 81-4649052 | Accounting | $15,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,410 |
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 | $42,516 | $50,956-16.6% | $96,562-56.0% | $86,799-51.0% |
| Participation rate | 83.5% | 65.2%+18.3pp | 69.8%+13.7pp | 72.3%+11.2pp |
| Annual return | 13.84% | 21.27%-7.4pp | 37.78%-23.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,382 | $1,111+24.4% | $2,356-41.3% | $2,405-42.5% |
| Participant deferral / active EE | $4,090 | $2,954+38.4% | $3,849+6.3% | $4,131-1.0% |
| Admin fee / account holder | $60 | $166-64.0% | $6,181-99.0% | $170-64.7% |