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 42-0127290 | Contract Administrator | $3,939 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,478 | $66,310-25.4% | $93,606-47.1% | $65,185-24.1% |
| Participation rate | 81.3% | 74.0%+7.3pp | 75.8%+5.4pp | 70.2%+11.1pp |
| Annual return | 18.00% | 42.58%-24.6pp | 32.76%-14.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $2,699 | $2,012+34.1% | $2,718-0.7% | $2,177+24.0% |
| Participant deferral / active EE | $5,373 | $3,342+60.8% | $4,069+32.1% | $3,514+52.9% |
| Admin fee / account holder | $39 | $6,897-99.4% | $7,888-99.5% | $847-95.4% |