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 |
|---|---|---|
ADVISORY CONSULTING GROUP LLC3+ years Filed as: ADVISORY CONSULTING GROUP, LLC Service code 16 · EIN 20-5926419 | Consulting | $25,163 |
SILICON VALLEY ACCOUNTANCY CORP3+ years Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $14,796 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,943 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,667 | $155,795+41.6% | $136,294+61.9% | $69,631+216.9% |
| Participation rate | 90.5% | 75.2%+15.2pp | 81.9%+8.6pp | 70.7%+19.8pp |
| Annual return | 20.04% | 232464.33%-232444.3pp | 5155.94%-5135.9pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $4,262 | $2,991+42.5% | $4,695-9.2% | $2,032+109.7% |
| Participant deferral / active EE | $14,545 | $5,394+169.7% | $6,247+132.8% | $3,224+351.2% |
| Admin fee / account holder | -$5 | $128-103.9% | $9,243-100.1% | $110-104.5% |