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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,591 |
PROSPERA FINANCIAL SERVICES6 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $41,593 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $26,333 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $24,165 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,063 | $88,890-50.4% | $102,423-57.0% | $77,643-43.2% |
| Participation rate | 89.7% | 80.9%+8.7pp | 76.5%+13.2pp | 70.6%+19.1pp |
| Annual return | 34.88% | 24.98%+9.9pp | 29.32%+5.6pp | 31.24%+3.6pp |
| Employer contribution / active EE | $1,406 | $2,698-47.9% | $3,023-53.5% | $2,726-48.4% |
| Participant deferral / active EE | $4,676 | $5,145-9.1% | $5,053-7.5% | $4,647+0.6% |
| Admin fee / account holder | $158 | $235-32.7% | $9,451-98.3% | $430-63.2% |