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 8-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 | $66,295 |
Filed as: ZEPHYR INVESTMENT MANAGEMENT Service code 27 · EIN 77-0464771 | Advisory (Plan) | $8,429 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,195 | $65,061-47.4% | $143,757-76.2% | $66,914-48.9% |
| Participation rate | 92.4% | 65.2%+27.3pp | 80.3%+12.1pp | 69.8%+22.6pp |
| Annual return | -16.83% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,739 | $2,361+16.0% | $4,951-44.7% | $2,544+7.7% |
| Participant deferral / active EE | $2,867 | $2,919-1.8% | $5,637-49.1% | $4,237-32.3% |
| Admin fee / account holder | $305 | $502-39.2% | $14,673-97.9% | $593-48.6% |