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 9-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 27 · EIN 04-2675571 | Advisory (Plan) | $54,375 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,750 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,035 | $66,528-17.3% | $86,874-36.7% | $86,799-36.6% |
| Participation rate | 99.5% | 72.4%+27.2pp | 71.6%+27.9pp | 72.3%+27.3pp |
| Annual return | 27.27% | 19.56%+7.7pp | 63.52%-36.3pp | 97.91%-70.6pp |
| Employer contribution / active EE | $5,714 | $2,007+184.7% | $2,495+129.0% | $2,405+137.5% |
| Participant deferral / active EE | $10,265 | $3,240+216.8% | $3,699+177.5% | $4,131+148.5% |
| Admin fee / account holder | $36 | $148-76.0% | $5,828-99.4% | $170-79.0% |