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 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,874 | $50,815+135.9% | $155,509-22.9% | $77,643+54.4% |
| Participation rate | 96.2% | 63.1%+33.0pp | 78.2%+18.0pp | 70.6%+25.6pp |
| Annual return | 13.65% | 34.80%-21.2pp | 64.67%-51.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $6,743 | $1,993+238.4% | $4,672+44.3% | $2,726+147.4% |
| Participant deferral / active EE | $7,606 | $2,822+169.5% | $5,626+35.2% | $4,647+63.7% |
| Admin fee / account holder | $531 | $437+21.6% | $15,912-96.7% | $430+23.3% |