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 7-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 |
|---|---|---|
LION STREET ADVISORS LLC1 year Service code 27 · EIN 80-0946231 | Advisory (Plan) | $14,583 |
CARON & BLETZER, PLLC6+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,928 |
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 | $79,635 | $54,701+45.6% | $86,188-7.6% | $71,457+11.4% |
| Participation rate | 85.9% | 60.1%+25.8pp | 69.0%+16.9pp | 67.9%+18.0pp |
| Annual return | 16.34% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,293 | $3,108+38.1% | $3,985+7.7% | $4,289+0.1% |
| Admin fee / account holder | $214 | $1,922-88.9% | $6,852-96.9% | $1,587-86.5% |