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 13 · EIN 42-0127290 | Contract Administrator | $16,432 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,472 | $63,114+32.3% | $92,893-10.1% | $65,185+28.1% |
| Participation rate | 75.0% | 68.8%+6.2pp | 76.0%-1.0pp | 70.2%+4.8pp |
| Annual return | 18.27% | 28.75%-10.5pp | 109.41%-91.1pp | 29.38%-11.1pp |
| Employer contribution / active EE | $2,581 | $2,571+0.4% | $3,653-29.3% | $2,177+18.6% |
| Participant deferral / active EE | $5,534 | $3,108+78.0% | $4,236+30.6% | $3,514+57.5% |
| Admin fee / account holder | $389 | $624-37.6% | $5,794-93.3% | $847-54.0% |