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 | $92,560 |
Filed as: ZEPHYR INVESTMENT MANAGEMENT Service code 27 · EIN 77-0464771 | Advisory (Plan) | $87,231 |
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 | $84,595 | $100,801-16.1% | $149,696-43.5% | $73,409+15.2% |
| Participation rate | 91.6% | 77.7%+13.9pp | 82.5%+9.1pp | 72.2%+19.4pp |
| Annual return | 23.68% | 265.34%-241.7pp | 276.60%-252.9pp | 59.29%-35.6pp |
| Employer contribution / active EE | $5,245 | $3,312+58.4% | $4,644+12.9% | $2,234+134.8% |
| Participant deferral / active EE | $11,552 | $6,404+80.4% | $6,842+68.8% | $3,805+203.6% |
| Admin fee / account holder | $185 | $181+2.3% | $9,309-98.0% | $158+17.2% |