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 | $91,883 |
Filed as: ZEPHYR INVESTMENT MANAGEMENT Service code 27 · EIN 77-0464771 | Advisory (Plan) | $64,570 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,097 | $88,122-15.9% | $141,162-47.5% | $67,579+9.6% |
| Participation rate | 86.8% | 76.5%+10.4pp | 82.5%+4.4pp | 71.3%+15.6pp |
| Annual return | 33.48% | 75.40%-41.9pp | 71.39%-37.9pp | 378.56%-345.1pp |
| Employer contribution / active EE | $4,906 | $3,224+52.1% | $4,735+3.6% | $2,148+128.4% |
| Participant deferral / active EE | $10,627 | $5,958+78.4% | $6,709+58.4% | $3,539+200.3% |
| Admin fee / account holder | $202 | $131+54.3% | $10,261-98.0% | $142+41.9% |