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 27 · EIN 92-1819393 | Advisory (Plan) | $72,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,786 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $12,600 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,848 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,405 | $117,025-68.9% | $91,541-60.2% | $85,563-57.5% |
| Participation rate | 90.9% | 64.2%+26.6pp | 69.8%+21.1pp | 66.0%+24.9pp |
| Annual return | 84.48% | 18.02%+66.5pp | 20.50%+64.0pp | 31.51%+53.0pp |
| Employer contribution / active EE | $1,674 | $2,120-21.0% | $2,505-33.1% | $2,654-36.9% |
| Participant deferral / active EE | $3,693 | $3,446+7.2% | $4,008-7.9% | $4,375-15.6% |
| Admin fee / account holder | $208 | $1,242-83.2% | $6,956-97.0% | $834-75.0% |