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 | $4,286 |
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 | $124,917 | $59,535+109.8% | $90,160+38.5% | $62,292+100.5% |
| Participation rate | 93.1% | 73.0%+20.1pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 21.76% | 23.53%-1.8pp | 34.88%-13.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $6,520 | $1,826+257.2% | $3,318+96.5% | $2,042+219.3% |
| Participant deferral / active EE | $12,344 | $4,639+166.1% | $5,288+133.4% | $3,169+289.5% |
| Admin fee / account holder | $27 | $337-91.9% | $5,943-99.5% | $479-94.3% |