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 15 · EIN 01-0233346 | Recordkeeping | $128 |
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 | $36,236 | $51,244-29.3% | $80,975-55.3% | $55,167-34.3% |
| Participation rate | 71.9% | 71.7%+0.2pp | 75.8%-4.0pp | 69.0%+2.9pp |
| Annual return | 32.24% | 17.39%+14.8pp | 17.10%+15.1pp | 169.23%-137.0pp |
| Employer contribution / active EE | $871 | $1,770-50.8% | $3,714-76.6% | $1,963-55.6% |
| Participant deferral / active EE | $6,800 | $4,418+53.9% | $5,696+19.4% | $3,054+122.6% |
| Admin fee / account holder | $10 | $398-97.6% | $5,516-99.8% | $504-98.1% |