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 | $11,785 |
Employer contribution per participant 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).
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 | $18,323 | $81,208-77.4% | $98,907-81.5% | $79,858-77.1% |
| Participation rate | 96.3% | 72.5%+23.7pp | 76.0%+20.2pp | 69.6%+26.6pp |
| Annual return | 17.58% | 60.99%-43.4pp | 196.43%-178.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,615 | $3,265-19.9% | $4,244-38.4% | $3,740-30.1% |
| Admin fee / account holder | $123 | $6,013-98.0% | $6,642-98.2% | $5,306-97.7% |