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 | $9,608 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,423 | $54,573-25.9% | $90,951-55.6% | $73,488-45.0% |
| Participation rate | 95.3% | 61.2%+34.1pp | 69.0%+26.3pp | 70.7%+24.6pp |
| Annual return | 23.46% | 16.69%+6.8pp | 134.60%-111.1pp | 28.51%-5.0pp |
| Employer contribution / active EE | $814 | $991-17.9% | $2,122-61.6% | $2,270-64.1% |
| Participant deferral / active EE | $6,048 | $2,517+140.3% | $3,373+79.3% | $3,740+61.7% |
| Admin fee / account holder | $101 | $521-80.7% | $5,959-98.3% | $513-80.4% |