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 6-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 |
|---|---|---|
SHEARER CHEVROLET1+ years Service code 50 · EIN 03-0173736 | Direct Payment | $9,000 |
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,135 |
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 | $50,471 | $58,512-13.7% | $84,015-39.9% | $72,985-30.8% |
| Participation rate | 84.8% | 61.2%+23.6pp | 69.0%+15.8pp | 69.5%+15.3pp |
| Annual return | 21.22% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,895 | $1,163+63.0% | $1,983-4.5% | $2,440-22.3% |
| Participant deferral / active EE | $4,006 | $2,394+67.3% | $3,239+23.7% | $3,607+11.0% |
| Admin fee / account holder | $73 | $4,569-98.4% | $6,101-98.8% | $5,124-98.6% |