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 |
|---|---|---|
PURSHE KAPLAN STERLING INV4 years Service code 27 · EIN 13-3749682 | Advisory (Plan) | $8,123 |
BCS FINANCIAL, LLC1 year Filed as: BCS WEALTH MANAGEMENT Service code 27 · EIN 62-1731672 | Advisory (Plan) | $5,515 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,450 |
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 | $134,742 | $91,407+47.4% | $135,903-0.9% | $71,457+88.6% |
| Participation rate | 77.7% | 75.7%+2.0pp | 81.9%-4.2pp | 67.9%+9.8pp |
| Annual return | 16.53% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,025 | $3,703-18.3% | $4,856-37.7% | $2,588+16.9% |
| Participant deferral / active EE | $6,714 | $7,092-5.3% | $7,758-13.5% | $4,289+56.5% |
| Admin fee / account holder | $159 | $1,266-87.4% | $10,762-98.5% | $1,587-90.0% |