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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 9-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 | $387,601 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY L.L.C. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $89,856 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,933 | $93,462-62.6% | $164,813-78.8% | $99,062-64.7% |
| Participation rate | 95.1% | 79.9%+15.2pp | 78.6%+16.5pp | 71.6%+23.5pp |
| Annual return | 11.71% | 15.71%-4.0pp | 69.93%-58.2pp | 17.66%-5.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,341-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $3,830 | $5,366-28.6% | $6,031-36.5% | $5,331-28.2% |
| Admin fee / account holder | $67 | $81-17.3% | $12,690-99.5% | $109-38.3% |