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 | $16,405 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $7,998 |
1231 year Service code 13 | Contract Administrator | $5,207 |
Service code 30 · EIN 20-5923747 | Direct payment from the plan; Employe... | $3,453 |
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 | $16,523 | $61,272-73.0% | $149,673-89.0% | $71,457-76.9% |
| Participation rate | 90.6% | 62.5%+28.1pp | 78.8%+11.8pp | 67.9%+22.6pp |
| Annual return | 15.12% | 35.85%-20.7pp | 134.42%-119.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $937 | $2,378-60.6% | $4,818-80.6% | $2,588-63.8% |
| Participant deferral / active EE | $2,170 | $2,917-25.6% | $5,680-61.8% | $4,289-49.4% |
| Admin fee / account holder | $219 | $1,261-82.6% | $13,210-98.3% | $1,587-86.2% |