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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.
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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 | $78,049 |
SMITH & HOWARD, PC6 years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $29,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,311 | $197,941-54.9% | $100,534-11.2% | $85,563+4.4% |
| Participation rate | 62.3% | 83.8%-21.4pp | 80.6%-18.3pp | 66.0%-3.6pp |
| Annual return | 20.97% | 21.00%0pp | 32.66%-11.7pp | 31.51%-10.5pp |
| Employer contribution / active EE | $2,723 | $7,157-62.0% | $4,346-37.3% | $2,654+2.6% |
| Participant deferral / active EE | $5,705 | $9,061-37.0% | $6,144-7.1% | $4,375+30.4% |
| Admin fee / account holder | $287 | $1,158-75.2% | $7,654-96.2% | $834-65.5% |