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 15 · EIN 01-0233346 | Recordkeeping | $244 |
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 | $34,770 | $73,102-52.4% | $123,544-71.9% | $56,287-38.2% |
| Participation rate | 84.6% | 74.3%+10.2pp | 82.3%+2.3pp | 69.9%+14.7pp |
| Annual return | -3.53% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $837 | $2,977-71.9% | $4,628-81.9% | $2,111-60.3% |
| Participant deferral / active EE | $5,457 | $5,423+0.6% | $6,426-15.1% | $3,350+62.9% |
| Admin fee / account holder | $23 | $554-95.9% | $9,284-99.8% | $521-95.7% |