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 |
|---|---|---|
Filed as: ZEPHYR INVESTMENT MANAGEMENT Service code 27 · EIN 77-0464771 | Advisory (Plan) | $125,146 |
Service code 37 · EIN 04-2647786 | Loan Processing | $122,467 |
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 | $78,096 | $95,388-18.1% | $125,339-37.7% | $77,904+0.2% |
| Participation rate | 90.9% | 78.6%+12.3pp | 82.4%+8.5pp | 73.7%+17.2pp |
| Annual return | -13.34% | 116.19%-129.5pp | 572.05%-585.4pp | 12.21%-25.5pp |
| Employer contribution / active EE | $6,261 | $3,666+70.8% | $4,814+30.1% | $2,848+119.9% |
| Participant deferral / active EE | $14,235 | $7,711+84.6% | $7,446+91.2% | $4,806+196.2% |
| Admin fee / account holder | $174 | $119+46.7% | $10,010-98.3% | $133+31.6% |