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 | $43,062 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $34,917 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,584 |
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 | $102,303 | $84,936+20.4% | $111,297-8.1% | $79,386+28.9% |
| Participation rate | 89.9% | 75.9%+14.0pp | 77.3%+12.5pp | 70.7%+19.1pp |
| Annual return | 12.29% | 17.45%-5.2pp | 54.65%-42.4pp | 116.85%-104.6pp |
| Employer contribution / active EE | $3,682 | $1,979+86.0% | $2,731+34.8% | $2,427+51.7% |
| Participant deferral / active EE | $7,421 | $3,888+90.9% | $4,487+65.4% | $4,046+83.4% |
| Admin fee / account holder | $381 | $537-29.1% | $7,964-95.2% | $626-39.2% |