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 | $54,386 |
Filed as: ZEPHYR INVESTMENT MANAGEMENT Service code 27 · EIN 77-0464771 | Advisory (Plan) | $35,821 |
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 | $38,885 | $61,272-36.5% | $149,673-74.0% | $71,457-45.6% |
| Participation rate | 89.7% | 62.5%+27.2pp | 78.8%+11.0pp | 67.9%+21.8pp |
| Annual return | 15.46% | 35.85%-20.4pp | 134.42%-119.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,070 | $2,378+29.1% | $4,818-36.3% | $2,588+18.7% |
| Participant deferral / active EE | $3,325 | $2,917+14.0% | $5,680-41.5% | $4,289-22.5% |
| Admin fee / account holder | $364 | $1,261-71.2% | $13,210-97.2% | $1,587-77.1% |