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 41-0417830 | Contract Administrator | $10,043 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,945 | $59,159-40.9% | $159,960-78.2% | $66,914-47.8% |
| Participation rate | 87.7% | 68.1%+19.6pp | 78.0%+9.7pp | 69.8%+17.9pp |
| Annual return | -16.12% | -12.26%-3.9pp | 408.60%-424.7pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,802 | $1,983-9.1% | $4,226-57.4% | $2,544-29.2% |
| Participant deferral / active EE | $3,658 | $4,395-16.7% | $6,182-40.8% | $4,237-13.7% |
| Admin fee / account holder | $31 | $591-94.8% | $8,698-99.6% | $593-94.8% |