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 37 · EIN 04-2647786 | Loan Processing | $26,870 |
LEGLUE & COMPANY CPAS1 year Service code 10 · EIN 82-3898275 | Accounting | $7,919 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,859 |
Form 5500 reported that benefits due were not provided when due.
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 | $78,165 | $99,078-21.1% | $96,544-19.0% | $74,419+5.0% |
| Participation rate | 96.4% | 80.7%+15.8pp | 76.0%+20.5pp | 70.7%+25.7pp |
| Annual return | 16.79% | 22.48%-5.7pp | 25.84%-9.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,713 | $2,570-33.4% | $2,965-42.2% | $2,637-35.1% |
| Participant deferral / active EE | $4,818 | $4,933-2.3% | $4,851-0.7% | $4,528+6.4% |
| Admin fee / account holder | $83 | $225-63.2% | $8,252-99.0% | $348-76.2% |