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 9-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 27 · EIN 22-3623353 | Advisory (Plan) | $49,315 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,499 | $82,978+47.6% | $129,995-5.8% | $71,457+71.4% |
| Participation rate | 98.5% | 74.1%+24.4pp | 78.5%+20.0pp | 67.9%+30.5pp |
| Annual return | 28.68% | 20.60%+8.1pp | -137.18%+165.9pp | 28.85%-0.2pp |
| Employer contribution / active EE | $3,658 | $2,622+39.5% | $4,320-15.3% | $2,588+41.4% |
| Participant deferral / active EE | $13,036 | $4,432+194.1% | $5,820+124.0% | $4,289+204.0% |
| Admin fee / account holder | $475 | $1,729-72.5% | $10,614-95.5% | $1,587-70.1% |