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 |
|---|---|---|
CORNERSTONE WEALTH GROUP2 years Service code 99 · EIN 82-2502694 | Other Fees | $16,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,062 | $136,307-65.5% | $177,821-73.5% | $73,488-36.0% |
| Participation rate | 84.0% | 86.1%-2.1pp | 87.7%-3.7pp | 70.7%+13.3pp |
| Annual return | 40.62% | 18.68%+21.9pp | 48.32%-7.7pp | 28.51%+12.1pp |
| Employer contribution / active EE | $5,360 | $3,712+44.4% | $5,918-9.4% | $2,270+136.1% |
| Participant deferral / active EE | $9,896 | $5,829+69.8% | $7,714+28.3% | $3,740+164.6% |
| Admin fee / account holder | $78 | $596-86.9% | $12,427-99.4% | $513-84.8% |