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 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $101,169 | $39,245+157.8% | $64,105+57.8% | $52,331+93.3% |
| Participation rate | 76.4% | 58.2%+18.2pp | 68.2%+8.3pp | 68.1%+8.3pp |
| Annual return | 0.19% | 14.79%-14.6pp | 791.24%-791.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,528 | $736+107.5% | $1,820-16.1% | $1,882-18.8% |
| Participant deferral / active EE | $3,248 | $1,992+63.1% | $2,822+15.1% | $3,022+7.5% |
| Admin fee / account holder | $1 | $592-99.8% | $4,499-100.0% | $592-99.8% |