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 |
|---|---|---|
WILLIAM BLAIR3 years Filed as: WILLIAM R. RUTTER Service code 55 226 SANDRINGHAM CT · KNOXVILLE, TN 37934 | Other Commissions | $21,006 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,759 |
PUGH & COMPANY, PC3 years Filed as: PUGH CPAS Service code 99 · EIN 11-1000111 | Other Fees | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,082 | $78,419-10.6% | $133,956-47.7% | $73,409-4.5% |
| Participation rate | 68.5% | 78.6%-10.1pp | 79.8%-11.3pp | 72.2%-3.7pp |
| Annual return | 15.05% | 33.35%-18.3pp | 45.09%-30.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,611 | $2,044-21.2% | $3,919-58.9% | $2,234-27.9% |
| Participant deferral / active EE | $2,631 | $3,925-33.0% | $5,048-47.9% | $3,805-30.9% |
| Admin fee / account holder | $52 | $161-67.5% | $8,927-99.4% | $158-66.8% |