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 13 · EIN 42-0127290 | Contract Administrator | $33,858 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $12,017 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,688 | $64,286+30.2% | $106,387-21.3% | $55,725+50.2% |
| Participation rate | 84.7% | 75.2%+9.5pp | 77.5%+7.3pp | 70.9%+13.9pp |
| Annual return | -5.15% | 0.84%-6.0pp | 0.25%-5.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $3,520-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,277 | $4,158+2.9% | $5,421-21.1% | $3,356+27.5% |
| Admin fee / account holder | $118 | $102+15.6% | $7,510-98.4% | $115+2.7% |