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 | $60,850 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $25,297 |
ABACUS BENEFIT CONSULTANTS INC2 years Service code 13 · EIN 05-0460654 | Contract Administrator | $18,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,068 | $56,095-57.1% | $178,490-86.5% | $90,288-73.3% |
| Participation rate | 38.4% | 65.6%-27.2pp | 81.9%-43.5pp | 73.4%-35.0pp |
| Annual return | 6.23% | 28.81%-22.6pp | 151.07%-144.8pp | 53.97%-47.7pp |
| Employer contribution / active EE | $448 | $1,572-71.5% | $5,011-91.0% | $2,524-82.2% |
| Participant deferral / active EE | $914 | $2,669-65.7% | $5,202-82.4% | $4,232-78.4% |
| Admin fee / account holder | $98 | $101-2.2% | $13,984-99.3% | $114-13.7% |