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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,396 | $50,643+13.3% | $106,619-46.2% | $55,167+4.0% |
| Participation rate | 73.4% | 65.6%+7.8pp | 78.0%-4.6pp | 69.0%+4.4pp |
| Annual return | 10.07% | 7.02%+3.1pp | 9.42%+0.6pp | 169.23%-159.2pp |
| Employer contribution / active EE | $1,161 | $1,626-28.6% | $3,947-70.6% | $1,963-40.9% |
| Participant deferral / active EE | $2,821 | $2,208+27.8% | $3,930-28.2% | $3,054-7.6% |
| Admin fee / account holder | $7 | $488-98.6% | $6,418-99.9% | $504-98.7% |