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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS9+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 12 · EIN 16-1503696 | Claims processing; Custodial (securit... | $11,928 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,458 | $44,960-63.4% | $84,966-80.6% | $74,495-77.9% |
| Participation rate | 87.6% | 49.4%+38.3pp | 67.5%+20.1pp | 67.2%+20.4pp |
| Annual return | 17.21% | 26.24%-9.0pp | 66.38%-49.2pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $127 | $1,457-91.3% | $2,727-95.3% | $2,623-95.2% |
| Participant deferral / active EE | $1,693 | $2,731-38.0% | $4,519-62.5% | $4,346-61.0% |
| Admin fee / account holder | $56 | $2,209-97.5% | $6,149-99.1% | $1,942-97.1% |