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 | $14,027 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $0 |
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).
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 | $13,992 | $65,322-78.6% | $70,449-80.1% | $73,488-81.0% |
| Participation rate | 84.3% | 77.0%+7.4pp | 75.1%+9.3pp | 70.7%+13.6pp |
| Annual return | 0.99% | 15.71%-14.7pp | 109.03%-108.0pp | 28.51%-27.5pp |
| Employer contribution / active EE | $1,096 | $2,460-55.4% | $2,737-59.9% | $2,270-51.7% |
| Participant deferral / active EE | $2,102 | $3,375-37.7% | $3,709-43.3% | $3,740-43.8% |
| Admin fee / account holder | $116 | $214-45.8% | $3,845-97.0% | $513-77.4% |