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 6-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 | $24,868 |
SMITH & HOWARD, PC2 years Service code 10 · EIN 58-1250486 | Accounting | $14,500 |
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 | $119,694 | $160,882-25.6% | $200,582-40.3% | $102,872+16.4% |
| Participation rate | 82.9% | 91.2%-8.3pp | 86.9%-4.0pp | 73.0%+9.9pp |
| Annual return | 18.89% | 18.15%+0.7pp | 42.33%-23.4pp | 19.06%-0.2pp |
| Employer contribution / active EE | $3,095 | $5,602-44.8% | $6,419-51.8% | $3,526-12.2% |
| Participant deferral / active EE | $9,284 | $9,300-0.2% | $9,331-0.5% | $5,535+67.7% |
| Admin fee / account holder | $73 | $125-41.9% | $16,305-99.6% | $292-75.2% |