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 ADMINISTRATORS7+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 12 · EIN 16-1503696 | Custodial (securities); Claims proces... | $8,283 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,272 | $37,393-59.2% | $77,024-80.2% | $66,914-77.2% |
| Participation rate | 79.5% | 52.9%+26.6pp | 67.9%+11.6pp | 69.8%+9.7pp |
| Annual return | -18.71% | -3.29%-15.4pp | 42.32%-61.0pp | 1.58%-20.3pp |
| Employer contribution / active EE | $151 | $1,531-90.1% | $2,812-94.6% | $2,544-94.1% |
| Participant deferral / active EE | $2,017 | $2,617-22.9% | $4,426-54.4% | $4,237-52.4% |
| Admin fee / account holder | $55 | $567-90.2% | $5,425-99.0% | $593-90.7% |