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 5-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 |
|---|---|---|
CARLSON CAPITAL MANAGEMENT2+ years Service code 27 · EIN 41-1689533 | Advisory (Plan) | $35,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,809 | $58,320+71.1% | $86,436+15.5% | $66,914+49.2% |
| Participation rate | 97.0% | 78.6%+18.4pp | 80.3%+16.6pp | 69.8%+27.2pp |
| Annual return | -10.79% | -9.71%-1.1pp | 4394.89%-4405.7pp | 1.58%-12.4pp |
| Employer contribution / active EE | $3,933 | $2,615+50.4% | $3,769+4.4% | $2,544+54.6% |
| Participant deferral / active EE | $9,583 | $6,899+38.9% | $6,952+37.8% | $4,237+126.2% |
| Admin fee / account holder | $214 | $546-60.9% | $6,731-96.8% | $593-64.0% |