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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $74,055 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,737 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,600 | $101,317+38.8% | $146,958-4.3% | $74,495+88.7% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 18.18% | 8730.91%-8712.7pp | 418.34%-400.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $5,877 | $3,810+54.2% | $4,933+19.1% | $2,623+124.0% |
| Participant deferral / active EE | $16,407 | $7,303+124.7% | $8,070+103.3% | $4,346+277.5% |
| Admin fee / account holder | $317 | $1,739-81.8% | $12,998-97.6% | $1,942-83.7% |