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 | $39,432 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,811 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,747 | $58,320+129.3% | $86,436+54.7% | $66,914+99.9% |
| Participation rate | 77.4% | 78.6%-1.2pp | 80.3%-3.0pp | 69.8%+7.6pp |
| Annual return | 13.91% | -9.71%+23.6pp | 4394.89%-4381.0pp | 1.58%+12.3pp |
| Employer contribution / active EE | $2,359 | $2,615-9.8% | $3,769-37.4% | $2,544-7.3% |
| Participant deferral / active EE | $5,986 | $6,899-13.2% | $6,952-13.9% | $4,237+41.3% |
| Admin fee / account holder | $381 | $546-30.3% | $6,731-94.3% | $593-35.8% |