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 7-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 |
|---|---|---|
INGHAM & COMPANY7+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $77,278 |
NATIONAL FINANCIAL SERVICES4 years Service code 19 · EIN 04-3523567 | Securities Custodian | $16,000 |
Filed as: FIDELITY TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $8,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,884 | $89,436+2.7% | $164,813-44.2% | $77,643+18.3% |
| Participation rate | 45.7% | 78.6%-32.9pp | 78.6%-32.9pp | 70.6%-24.9pp |
| Annual return | 13.39% | 28.83%-15.4pp | 69.93%-56.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,166 | $2,569-54.6% | $4,341-73.1% | $2,726-57.2% |
| Participant deferral / active EE | $3,600 | $4,897-26.5% | $6,031-40.3% | $4,647-22.5% |
| Admin fee / account holder | $249 | $339-26.7% | $12,690-98.0% | $430-42.2% |