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 60 · EIN 04-2647786 | Sub-TA Fees | $26,089 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,053 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $141,987 | $63,355+124.1% | $91,989+54.4% | $72,985+94.5% |
| Participation rate | 89.4% | 72.5%+16.9pp | 78.6%+10.8pp | 69.5%+19.9pp |
| Annual return | 20.84% | 35.35%-14.5pp | 69.02%-48.2pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,593 | $4,883-5.9% | $5,923-22.5% | $3,607+27.3% |
| Admin fee / account holder | $481 | $4,668-89.7% | $7,743-93.8% | $5,124-90.6% |