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 ADMINISTRATORS8+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 12 · EIN 16-1503696 | Recordkeeping and information managem... | $10,144 |
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 | $15,036 | $41,078-63.4% | $80,569-81.3% | $71,457-79.0% |
| Participation rate | 82.0% | 50.2%+31.7pp | 67.0%+15.0pp | 67.9%+14.0pp |
| Annual return | 20.29% | 38.45%-18.2pp | 935.43%-915.1pp | 28.85%-8.6pp |
| Employer contribution / active EE | $115 | $1,506-92.3% | $2,723-95.8% | $2,588-95.5% |
| Participant deferral / active EE | $1,587 | $2,699-41.2% | $4,447-64.3% | $4,289-63.0% |
| Admin fee / account holder | $52 | $1,840-97.2% | $5,377-99.0% | $1,587-96.7% |