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 17 · EIN 13-5674085 | Pension Consulting | $28,242 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,612 |
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 | $48,068 | $59,263-18.9% | $96,562-50.2% | $79,386-39.5% |
| Participation rate | 91.2% | 61.9%+29.3pp | 69.8%+21.4pp | 70.7%+20.5pp |
| Annual return | 32.66% | 27.07%+5.6pp | 37.78%-5.1pp | 116.85%-84.2pp |
| Employer contribution / active EE | $906 | $1,216-25.5% | $2,356-61.5% | $2,427-62.7% |
| Participant deferral / active EE | $3,149 | $2,948+6.8% | $3,849-18.2% | $4,046-22.2% |
| Admin fee / account holder | $285 | $658-56.7% | $6,181-95.4% | $626-54.5% |