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 6-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 13 · EIN 42-0127290 | Contract Administrator | $65,169 |
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 | $25,061 | $111,608-77.5% | $177,821-85.9% | $73,409-65.9% |
| Participation rate | 95.0% | 87.9%+7.2pp | 87.7%+7.3pp | 72.2%+22.9pp |
| Annual return | 33.06% | 18.23%+14.8pp | 48.32%-15.3pp | 59.29%-26.2pp |
| Employer contribution / active EE | $2,030 | $3,796-46.5% | $5,918-65.7% | $2,234-9.1% |
| Participant deferral / active EE | $7,000 | $6,199+12.9% | $7,714-9.3% | $3,805+84.0% |
| Admin fee / account holder | $103 | $166-38.1% | $12,427-99.2% | $158-35.1% |