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 9-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 13 · EIN 42-0127290 | Contract Administrator | $374,237 |
SERENITY INVESTMENT ADV1 year Service code 27 · EIN 84-4657252 | Advisory (Plan) | $70,662 |
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 | $63,180 | $63,770-0.9% | $71,209-11.3% | $102,872-38.6% |
| Participation rate | 97.2% | 61.0%+36.1pp | 73.8%+23.4pp | 73.0%+24.1pp |
| Annual return | 21.10% | 16.01%+5.1pp | 282.51%-261.4pp | 19.06%+2.0pp |
| Employer contribution / active EE | $3,649 | $2,367+54.2% | $2,721+34.1% | $3,526+3.5% |
| Participant deferral / active EE | $6,946 | $3,587+93.7% | $4,175+66.4% | $5,535+25.5% |
| Admin fee / account holder | $106 | $220-52.0% | $5,349-98.0% | $292-63.9% |