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 | $13,261 |
PARK CAPITAL MANAGEMENT LLC2 years Service code 27 · EIN 27-0974719 | Advisory (Plan) | $10,169 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,933 | $54,517-54.3% | $75,972-67.2% | $74,495-66.5% |
| Participation rate | 76.2% | 60.3%+15.9pp | 69.1%+7.2pp | 67.2%+9.0pp |
| Annual return | 11.64% | 31.82%-20.2pp | 359.55%-347.9pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $11 | $1,777-99.4% | $2,685-99.6% | $2,623-99.6% |
| Participant deferral / active EE | $2,547 | $3,066-16.9% | $4,255-40.2% | $4,346-41.4% |
| Admin fee / account holder | $182 | $2,229-91.8% | $6,467-97.2% | $1,942-90.6% |