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 8-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 | $134,761 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,196 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $14,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $81,648 | $53,136+53.7% | $155,509-47.5% | $199,593-59.1% |
| Participation rate | 92.2% | 64.1%+28.1pp | 78.2%+14.0pp | 72.0%+20.2pp |
| Annual return | 20.50% | 41.15%-20.7pp | 64.67%-44.2pp | 34.25%-13.8pp |
| Employer contribution / active EE | $3,846 | $1,851+107.8% | $4,672-17.7% | $3,034+26.7% |
| Participant deferral / active EE | $4,415 | $3,161+39.7% | $5,626-21.5% | $5,087-13.2% |
| Admin fee / account holder | $64 | $185-65.3% | $15,912-99.6% | $269-76.1% |