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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $58,269 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $43,875 |
HOGANTAYLOR LLP2 years Service code 10 · EIN 73-1413977 | Accounting | $7,000 |
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 | $59,917 | $88,890-32.6% | $102,423-41.5% | $77,643-22.8% |
| Participation rate | 98.9% | 80.9%+17.9pp | 76.5%+22.4pp | 70.6%+28.3pp |
| Annual return | 15.30% | 24.98%-9.7pp | 29.32%-14.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,621 | $2,698-2.8% | $3,023-13.3% | $2,726-3.8% |
| Participant deferral / active EE | $4,185 | $5,145-18.7% | $5,053-17.2% | $4,647-10.0% |
| Admin fee / account holder | $254 | $235+8.0% | $9,451-97.3% | $430-40.9% |