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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $181,504 |
Annual investment return 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 | $69,070 | $117,025-41.0% | $91,541-24.5% | $85,563-19.3% |
| Participation rate | 96.1% | 64.2%+31.9pp | 69.8%+26.4pp | 66.0%+30.2pp |
| Annual return | 5.71% | 18.02%-12.3pp | 20.50%-14.8pp | 31.51%-25.8pp |
| Employer contribution / active EE | $1,392 | $2,120-34.3% | $2,505-44.4% | $2,654-47.5% |
| Participant deferral / active EE | $4,889 | $3,446+41.9% | $4,008+22.0% | $4,375+11.7% |
| Admin fee / account holder | $155 | $1,242-87.5% | $6,956-97.8% | $834-81.4% |