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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 64 · EIN 04-2647786 | Recordkeeping Fees | $5,359 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,300 | $65,241+4.7% | $126,539-46.0% | $85,563-20.2% |
| Participation rate | 39.5% | 48.6%-9.1pp | 69.8%-30.3pp | 66.0%-26.4pp |
| Annual return | 17.45% | 42.19%-24.7pp | 425.95%-408.5pp | 31.51%-14.1pp |
| Employer contribution / active EE | $0 | $1,937-100.0% | $3,674-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $3,032-100.0% | $4,083-100.0% | $4,375-100.0% |
| Admin fee / account holder | $28 | $1,031-97.3% | $6,065-99.5% | $834-96.7% |