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 10-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 | $322,647 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $65,000 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $28,177 |
CROWE LLP9+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $17,719 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,940 | $104,697-59.0% | $96,544-55.5% | $80,160-46.4% |
| Participation rate | 88.9% | 86.4%+2.5pp | 76.0%+12.9pp | 72.9%+16.0pp |
| Annual return | 22.65% | 21.78%+0.9pp | 25.84%-3.2pp | 40.38%-17.7pp |
| Employer contribution / active EE | $1,408 | $3,536-60.2% | $2,965-52.5% | $2,978-52.7% |
| Participant deferral / active EE | $3,842 | $6,188-37.9% | $4,851-20.8% | $5,017-23.4% |
| Admin fee / account holder | $81 | $107-23.8% | $8,252-99.0% | $145-43.9% |