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 | $13,287 |
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 | $43,940 | $65,390-32.8% | $169,368-74.1% | $71,457-38.5% |
| Participation rate | 89.6% | 67.0%+22.6pp | 77.1%+12.4pp | 67.9%+21.6pp |
| Annual return | 15.75% | 21.31%-5.6pp | 405.60%-389.8pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,618 | $2,079-22.2% | $4,013-59.7% | $2,588-37.5% |
| Participant deferral / active EE | $3,339 | $4,367-23.5% | $6,221-46.3% | $4,289-22.1% |
| Admin fee / account holder | $47 | $1,324-96.4% | $9,003-99.5% | $1,587-97.0% |