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 ADMINISTRATORS2+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 12 · EIN 16-1503696 | Custodial (securities); Recordkeeping... | $2,274 |
Employer 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 | $5,151 | $36,767-86.0% | $81,478-93.7% | $62,292-91.7% |
| Participation rate | 80.7% | 54.4%+26.2pp | 68.0%+12.7pp | 69.5%+11.2pp |
| Annual return | 22.61% | 173.80%-151.2pp | 38.78%-16.2pp | 28.90%-6.3pp |
| Employer contribution / active EE | $135 | $1,128-88.1% | $2,568-94.8% | $2,042-93.4% |
| Participant deferral / active EE | $1,796 | $2,111-14.9% | $3,537-49.2% | $3,169-43.3% |
| Admin fee / account holder | $18 | $797-97.8% | $4,561-99.6% | $479-96.3% |