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 | $1,650 |
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 | $31,185 | $69,305-55.0% | $82,313-62.1% | $69,631-55.2% |
| Participation rate | 89.0% | 80.3%+8.7pp | 76.9%+12.1pp | 70.7%+18.3pp |
| Annual return | 16.60% | 21.47%-4.9pp | 25.88%-9.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $961 | $1,887-49.1% | $2,428-60.4% | $2,032-52.7% |
| Participant deferral / active EE | $2,368 | $3,568-33.6% | $3,706-36.1% | $3,224-26.5% |
| Admin fee / account holder | $3 | $97-96.9% | $5,608-99.9% | $110-97.2% |