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 | $217,715 |
NEPC, LLC3 years Service code 28 · EIN 26-1429809 | Investment Management | $69,597 |
MELTON & MELTON LLP9+ years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $26,000 |
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 | $173,489 | $50,127+246.1% | $149,673+15.9% | $80,160+116.4% |
| Participation rate | 87.1% | 64.3%+22.8pp | 78.8%+8.3pp | 72.9%+14.2pp |
| Annual return | 21.76% | 29.82%-8.1pp | 134.42%-112.7pp | 40.38%-18.6pp |
| Employer contribution / active EE | $8,242 | $1,865+342.0% | $4,818+71.1% | $2,978+176.8% |
| Participant deferral / active EE | $7,574 | $3,194+137.2% | $5,680+33.4% | $5,017+51.0% |
| Admin fee / account holder | $52 | $153-65.6% | $13,210-99.6% | $145-63.8% |