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 4-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 15 · EIN 01-0233346 | Recordkeeping | $172,410 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $65,400 |
ARMANINO LLP3+ years Filed as: ARMANINO, LLP Service code 17 · EIN 94-6214841 | Pension Consulting | $52,076 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $14,390 |
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 | $91,223 | $107,459-15.1% | $135,903-32.9% | $80,160+13.8% |
| Participation rate | 83.0% | 78.0%+5.0pp | 81.9%+1.1pp | 72.9%+10.1pp |
| Annual return | 193.95% | 91.91%+102.0pp | 68.23%+125.7pp | 40.38%+153.6pp |
| Employer contribution / active EE | $3,019 | $3,877-22.1% | $4,856-37.8% | $2,978+1.4% |
| Participant deferral / active EE | $11,503 | $8,195+40.4% | $7,758+48.3% | $5,017+129.3% |
| Admin fee / account holder | $289 | $127+127.3% | $10,762-97.3% | $145+99.1% |