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 99 · EIN 04-2675571 | Other Fees | $15,004 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,008 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,618 | $80,717-70.7% | $154,803-84.7% | $84,808-72.2% |
| Participation rate | 71.0% | 66.8%+4.2pp | 78.1%-7.1pp | 68.3%+2.7pp |
| Annual return | 12.04% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,122 | $2,761-59.4% | $4,305-73.9% | $2,631-57.4% |
| Participant deferral / active EE | $2,739 | $3,303-17.1% | $5,540-50.6% | $4,212-35.0% |
| Admin fee / account holder | $76 | $6,746-98.9% | $14,329-99.5% | $7,344-99.0% |