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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.
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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 |
|---|---|---|
TRI-AD ACTUARIES, INC.8 years Service code 13 · EIN 95-2887986 | Contract Administrator | $38,007 |
CHARLES SCHWAB & CO., INC.10+ years Service code 28 · EIN 94-1737782 | Investment Management | $0 |
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).
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 | $16,331 | $50,815-67.9% | $155,509-89.5% | $77,643-79.0% |
| Participation rate | 92.9% | 63.1%+29.8pp | 78.2%+14.8pp | 70.6%+22.4pp |
| Annual return | 15.48% | 34.80%-19.3pp | 64.67%-49.2pp | 31.24%-15.8pp |
| Employer contribution / active EE | $508 | $1,993-74.5% | $4,672-89.1% | $2,726-81.4% |
| Participant deferral / active EE | $2,906 | $2,822+3.0% | $5,626-48.3% | $4,647-37.5% |
| Admin fee / account holder | $74 | $437-83.0% | $15,912-99.5% | $430-82.8% |