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 15 · EIN 01-0233346 | Recordkeeping | $596 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,507 | $64,909-57.6% | $82,313-66.6% | $62,292-55.8% |
| Participation rate | 72.1% | 74.9%-2.8pp | 76.9%-4.8pp | 69.5%+2.5pp |
| Annual return | 17.77% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $111 | $1,676-93.4% | $2,428-95.4% | $2,042-94.6% |
| Participant deferral / active EE | $2,216 | $3,103-28.6% | $3,706-40.2% | $3,169-30.1% |
| Admin fee / account holder | $215 | $440-51.1% | $5,608-96.2% | $479-55.1% |