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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 | $26,402 |
GREEN & MCELREATH1 year Filed as: GREEN & MCELREATH CPAS PLLC Service code 16 · EIN 74-1500886 | Consulting | $8,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,569 | $71,666-74.1% | $117,854-84.2% | $69,631-73.3% |
| Participation rate | 75.5% | 77.5%-2.0pp | 79.7%-4.1pp | 70.7%+4.8pp |
| Annual return | 16.91% | 18.86%-1.9pp | 335.08%-318.2pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $439 | $1,889-76.7% | $3,786-88.4% | $2,032-78.4% |
| Participant deferral / active EE | $2,005 | $3,340-40.0% | $4,482-55.3% | $3,224-37.8% |
| Admin fee / account holder | $53 | $120-56.1% | $8,020-99.3% | $110-52.2% |