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 64 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $18,747 |
Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $5,300 |
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 | $65,452 | $71,192-8.1% | $117,854-44.5% | $62,292+5.1% |
| Participation rate | 72.3% | 74.2%-1.9pp | 79.7%-7.4pp | 69.5%+2.8pp |
| Annual return | 17.71% | 18.66%-0.9pp | 335.08%-317.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,004 | $1,934+3.6% | $3,786-47.1% | $2,042-1.9% |
| Participant deferral / active EE | $3,912 | $3,189+22.7% | $4,482-12.7% | $3,169+23.4% |
| Admin fee / account holder | $142 | $587-75.8% | $8,020-98.2% | $479-70.3% |