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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,317 |
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $20,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,793 | $80,724+41.0% | $103,333+10.1% | $74,495+52.8% |
| Participation rate | 92.5% | 65.7%+26.8pp | 74.5%+18.0pp | 67.2%+25.3pp |
| Annual return | 11.25% | 27.56%-16.3pp | 24.88%-13.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,329 | $3,157-26.2% | $3,868-39.8% | $2,623-11.2% |
| Participant deferral / active EE | $10,106 | $3,860+161.8% | $5,057+99.8% | $4,346+132.5% |
| Admin fee / account holder | $332 | $2,368-86.0% | $8,355-96.0% | $1,942-82.9% |