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 12 · EIN 48-1205033 | Claims processing; Sub-transfer agenc... | $16,187 |
Service code 27 35 E. WACKER DR. STE 2400 · CHICAGO, IL 606012310 | Advisory (Plan) | $990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,121 | $52,953-46.9% | $172,739-83.7% | $65,185-56.9% |
| Participation rate | 35.3% | 66.2%-30.9pp | 82.6%-47.4pp | 70.2%-34.9pp |
| Annual return | 5.84% | 30.12%-24.3pp | 802.84%-797.0pp | 29.38%-23.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $933 | $2,471-62.2% | $5,198-82.0% | $3,514-73.4% |
| Admin fee / account holder | $158 | $472-66.5% | $13,954-98.9% | $847-81.3% |