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 |
|---|---|---|
FID INV INST OPS CO6+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $224,474 |
NEPC, LLC6+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $81,114 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAM LLP Service code 10 · EIN 91-0189318 | Accounting | $49,500 |
THOMPSON HINE6+ years Service code 29 · EIN 34-0575300 | Legal | $18,489 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,995 | $176,491+46.2% | $95,952+168.9% | $90,288+185.7% |
| Participation rate | 98.2% | 86.6%+11.6pp | 77.1%+21.1pp | 73.4%+24.8pp |
| Annual return | 12.99% | 20.14%-7.1pp | 91.61%-78.6pp | 53.97%-41.0pp |
| Employer contribution / active EE | $7,678 | $2,789+175.3% | $2,541+202.2% | $2,524+204.2% |
| Participant deferral / active EE | $17,227 | $5,340+222.6% | $4,167+313.4% | $4,232+307.0% |
| Admin fee / account holder | $84 | $154-45.3% | $6,795-98.8% | $114-26.1% |