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 | $16,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 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 | $24,616 | $55,453-55.6% | $170,442-85.6% | $62,292-60.5% |
| Participation rate | 39.2% | 66.4%-27.2pp | 83.6%-44.4pp | 69.5%-30.3pp |
| Annual return | 15.90% | 21.38%-5.5pp | 205.93%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $310 | $2,164-85.7% | $5,433-94.3% | $2,042-84.8% |
| Participant deferral / active EE | $1,169 | $2,303-49.2% | $4,939-76.3% | $3,169-63.1% |
| Admin fee / account holder | $293 | $455-35.7% | $13,880-97.9% | $479-38.9% |