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 | $9,784 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,384 | $46,173-86.2% | $170,442-96.3% | $69,631-90.8% |
| Participation rate | 79.3% | 63.9%+15.4pp | 83.6%-4.3pp | 70.7%+8.6pp |
| Annual return | 24.09% | 21.62%+2.5pp | 205.93%-181.8pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $361 | $1,610-77.6% | $5,433-93.4% | $2,032-82.2% |
| Participant deferral / active EE | $1,270 | $2,080-38.9% | $4,939-74.3% | $3,224-60.6% |
| Admin fee / account holder | $25 | $116-78.6% | $13,880-99.8% | $110-77.5% |