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 13 · EIN 42-0127290 | Contract Administrator | $185,276 |
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 49 · EIN 41-1589846 | Other Services | $110,465 |
WEAVER AND TIDWELL, LLP5 years Service code 10 · EIN 75-0786316 | Accounting | $15,225 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $88,560 | $95,880-7.6% | $107,525-17.6% | $85,563+3.5% |
| Participation rate | 97.9% | 70.1%+27.8pp | 75.1%+22.8pp | 66.0%+31.9pp |
| Annual return | 11.58% | 68.06%-56.5pp | 181.32%-169.7pp | 31.51%-19.9pp |
| Employer contribution / active EE | $4,245 | $3,812+11.4% | $3,754+13.1% | $2,654+60.0% |
| Participant deferral / active EE | $6,964 | $4,201+65.8% | $5,116+36.1% | $4,375+59.2% |
| Admin fee / account holder | $359 | $1,025-65.0% | $8,919-96.0% | $834-56.9% |