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 27 · EIN 47-1411118 | Advisory (Plan) | $23,302 |
TRENT D. BRYSON1 year Service code 27 · EIN 55-1757998 | Advisory (Plan) | $22,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,859 |
Form 5500 reported that benefits due were not provided when due.
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 | $55,856 | $54,193+3.1% | $93,606-40.3% | $77,643-28.1% |
| Participation rate | 85.8% | 63.9%+21.9pp | 68.7%+17.1pp | 70.6%+15.3pp |
| Annual return | 12.66% | 30.54%-17.9pp | 133.20%-120.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $581 | $1,168-50.2% | $2,420-76.0% | $2,726-78.7% |
| Participant deferral / active EE | $4,962 | $3,144+57.8% | $4,411+12.5% | $4,647+6.8% |
| Admin fee / account holder | $65 | $576-88.8% | $8,285-99.2% | $430-85.0% |