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 | $21,596 |
Filed as: THE RETIREMENT PLAN COMPANY,L Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $5,035 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,438 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,490 | $87,870+10.9% | $113,168-13.9% | $74,304+31.2% |
| Participation rate | 99.5% | 70.7%+28.7pp | 76.6%+22.9pp | 60.3%+39.1pp |
| Annual return | 19.27% | 26.44%-7.2pp | 24.27%-5.0pp | 29.43%-10.2pp |
| Employer contribution / active EE | $4,835 | $2,277+112.3% | $2,975+62.5% | $2,241+115.7% |
| Participant deferral / active EE | $6,033 | $4,241+42.3% | $5,107+18.1% | $3,767+60.1% |
| Admin fee / account holder | $141 | $3,368-95.8% | $12,068-98.8% | $2,969-95.2% |