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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $101,159 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $53,984 | $78,852-31.5% | $76,768-29.7% | $75,289-28.3% |
| Participation rate | 88.6% | 85.0%+3.7pp | 77.0%+11.7pp | 72.4%+16.2pp |
| Annual return | -4.19% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.2pp |
| Employer contribution / active EE | $1,525 | $2,794-45.4% | $2,485-38.6% | $2,405-36.6% |
| Participant deferral / active EE | $4,588 | $4,800-4.4% | $3,852+19.1% | $3,739+22.7% |
| Admin fee / account holder | $80 | $79+1.5% | $6,675-98.8% | $102-21.6% |