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 13 · EIN 42-0127290 | Contract Administrator | $47,057 |
THAYER PARTNERS LLC1 year Filed as: THAYER PARTNERS, LLC Service code 27 · EIN 45-3965574 | Advisory (Plan) | $25,921 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,952 | $101,317+52.0% | $146,958+4.8% | $74,495+106.7% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.8pp |
| Annual return | 15.95% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $4,082 | $3,810+7.1% | $4,933-17.2% | $2,623+55.6% |
| Participant deferral / active EE | $9,893 | $7,303+35.5% | $8,070+22.6% | $4,346+127.6% |
| Admin fee / account holder | $295 | $1,739-83.0% | $12,998-97.7% | $1,942-84.8% |