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 37 · EIN 04-2647786 | Loan Processing | $85,017 |
Filed as: WEALTHSOURCE MANAGEMENT Service code 27 · EIN 37-1797345 | Advisory (Plan) | $22,369 |
Filed as: WEALTHSOURCE PARTNERS Service code 27 · EIN 37-1797345 | Advisory (Plan) | $8,596 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,349 | $46,219-73.3% | $89,391-86.2% | $90,288-86.3% |
| Participation rate | 92.1% | 44.9%+47.2pp | 68.0%+24.1pp | 73.4%+18.7pp |
| Annual return | 22.33% | 25.71%-3.4pp | 245.62%-223.3pp | 53.97%-31.6pp |
| Employer contribution / active EE | $161 | $953-83.1% | $2,586-93.8% | $2,524-93.6% |
| Participant deferral / active EE | $2,787 | $2,136+30.5% | $3,890-28.4% | $4,232-34.1% |
| Admin fee / account holder | $51 | $147-65.0% | $4,881-98.9% | $114-54.9% |