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 | $294 |
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 | $46,292 | $99,957-53.7% | $149,696-69.1% | $73,488-37.0% |
| Participation rate | 84.8% | 75.7%+9.1pp | 82.5%+2.4pp | 70.7%+14.2pp |
| Annual return | 18.11% | 53.87%-35.8pp | 276.60%-258.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $810 | $3,191-74.6% | $4,644-82.5% | $2,270-64.3% |
| Participant deferral / active EE | $5,401 | $6,073-11.1% | $6,842-21.1% | $3,740+44.4% |
| Admin fee / account holder | $223 | $551-59.5% | $9,309-97.6% | $513-56.5% |