Filed April 5, 2022
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 | $525,820 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $143,750 |
JONES & ROTH, PC1 year Service code 10 · EIN 93-0819646 | Accounting | $20,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,491 | $159,391-75.2% | $102,423-61.4% | $99,062-60.1% |
| Participation rate | 94.1% | 88.6%+5.6pp | 76.5%+17.6pp | 71.6%+22.5pp |
| Annual return | 14.20% | 19.03%-4.8pp | 29.32%-15.1pp | 17.66%-3.5pp |
| Employer contribution / active EE | $2,493 | $4,207-40.7% | $3,023-17.5% | $3,262-23.6% |
| Participant deferral / active EE | $4,598 | $7,498-38.7% | $5,053-9.0% | $5,331-13.8% |
| Admin fee / account holder | $68 | $159-57.0% | $9,451-99.3% | $109-37.2% |