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 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $106,946 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,215 | $88,874-79.5% | $123,544-85.3% | $75,289-75.8% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.3%+13.7pp | 72.4%+23.5pp |
| Annual return | -3.71% | 4.22%-7.9pp | 119.20%-122.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,773 | $3,256-45.5% | $4,628-61.7% | $2,405-26.3% |
| Participant deferral / active EE | $1,606 | $6,174-74.0% | $6,426-75.0% | $3,739-57.1% |
| Admin fee / account holder | $62 | $95-34.8% | $9,284-99.3% | $102-39.7% |