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 37 · EIN 04-2647786 | Loan Processing | $167,126 |
SMITH & HOWARD, PC1+ years Service code 10 · EIN 58-1250486 | Accounting | $19,000 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLICACE ASSOCIATES, INC. Service code 16 · EIN 93-0987232 | Consulting | $17,500 |
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 | $52,912 | $81,908-35.4% | $90,749-41.7% | $64,808-18.4% |
| Participation rate | 99.5% | 80.5%+19.0pp | 75.7%+23.8pp | 71.5%+28.0pp |
| Annual return | 21.68% | -12.53%+34.2pp | -12.16%+33.8pp | 32.82%-11.1pp |
| Employer contribution / active EE | $2,019 | $3,065-34.1% | $2,921-30.9% | $2,506-19.4% |
| Participant deferral / active EE | $4,394 | $4,840-9.2% | $4,564-3.7% | $4,310+1.9% |
| Admin fee / account holder | $98 | $157-37.5% | $8,445-98.8% | $188-47.7% |