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 15 · EIN 48-1205033 | Recordkeeping | $22,521 |
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 | $24,472 | $36,916-33.7% | $156,549-84.4% | $57,658-57.6% |
| Participation rate | 93.8% | 63.4%+30.4pp | 84.0%+9.8pp | 70.2%+23.6pp |
| Annual return | 40.33% | 12.38%+28.0pp | 32.23%+8.1pp | 5.13%+35.2pp |
| Employer contribution / active EE | $2,842 | $1,571+80.9% | $5,501-48.3% | $1,974+44.0% |
| Participant deferral / active EE | $8,248 | $1,926+328.3% | $4,871+69.3% | $3,061+169.5% |
| Admin fee / account holder | $41 | $82-50.2% | $13,027-99.7% | $95-56.5% |