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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.
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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 |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,705 |
CARON & BLETZER, PLLC6+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $12,800 |
ALISON MCMAHON5 years Service code 16 · EIN 25-8117845 | Consulting | $8,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,038 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,817 | $72,254+78.3% | $86,677+48.6% | $64,808+98.8% |
| Participation rate | 79.9% | 80.4%-0.6pp | 76.6%+3.3pp | 71.5%+8.4pp |
| Annual return | -22.31% | 392.42%-414.7pp | 35.91%-58.2pp | 32.82%-55.1pp |
| Employer contribution / active EE | $4,559 | $2,393+90.5% | $2,836+60.7% | $2,506+81.9% |
| Participant deferral / active EE | $14,574 | $4,658+212.9% | $4,656+213.0% | $4,310+238.1% |
| Admin fee / account holder | $75 | $174-56.7% | $7,493-99.0% | $188-59.9% |