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 64 · EIN 39-6040276 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $57,046 | $58,512-2.5% | $84,015-32.1% | $72,985-21.8% |
| Participation rate | 43.8% | 61.2%-17.5pp | 69.0%-25.3pp | 69.5%-25.7pp |
| Annual return | 21.86% | 28.93%-7.1pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,425 | $2,394-40.5% | $3,239-56.0% | $3,607-60.5% |
| Admin fee / account holder | $7 | $4,569-99.9% | $6,101-99.9% | $5,124-99.9% |