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 | $42,431 |
Filed as: ZEPHYR INVESTMENT MANAGEMENT Service code 27 · EIN 77-0464771 | Advisory (Plan) | $26,436 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,245 | $55,415-29.2% | $155,509-74.8% | $74,495-47.3% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 10.37% | 268.50%-258.1pp | 64.67%-54.3pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $3,540 | $2,267+56.1% | $4,672-24.2% | $2,623+34.9% |
| Participant deferral / active EE | $3,018 | $2,836+6.4% | $5,626-46.4% | $4,346-30.6% |
| Admin fee / account holder | $270 | $1,738-84.5% | $15,912-98.3% | $1,942-86.1% |