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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Service code 16 · EIN 13-4284240 | Consulting | $19,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,856 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,950 | $85,135-56.6% | $98,907-62.6% | $73,409-49.7% |
| Participation rate | 80.8% | 81.1%-0.4pp | 76.0%+4.7pp | 72.2%+8.6pp |
| Annual return | 15.07% | 19.14%-4.1pp | 196.43%-181.4pp | 59.29%-44.2pp |
| Employer contribution / active EE | $441 | $2,721-83.8% | $2,689-83.6% | $2,234-80.3% |
| Participant deferral / active EE | $4,145 | $4,349-4.7% | $4,244-2.3% | $3,805+8.9% |
| Admin fee / account holder | $43 | $139-68.8% | $6,642-99.3% | $158-72.5% |