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 |
|---|---|---|
IRONOAK WEALTH LLC1 year Service code 27 · EIN 82-3645371 | Advisory (Plan) | $38,884 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $16,988 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $9,516 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,334 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,163 | $91,517-25.5% | $101,248-32.7% | $73,409-7.1% |
| Participation rate | 78.4% | 73.8%+4.6pp | 75.8%+2.6pp | 72.2%+6.2pp |
| Annual return | 11.40% | 17.17%-5.8pp | 46.47%-35.1pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,075 | $2,877-62.6% | $3,660-70.6% | $2,234-51.9% |
| Participant deferral / active EE | $4,933 | $3,338+47.7% | $4,370+12.9% | $3,805+29.6% |
| Admin fee / account holder | $165 | $216-23.7% | $5,945-97.2% | $158+4.3% |