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 13 · EIN 34-1781113 | Contract Administrator | $18,438 |
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).
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 | $44,000 | $47,922-8.2% | $75,886-42.0% | $65,185-32.5% |
| Participation rate | 63.6% | 63.0%+0.6pp | 69.3%-5.6pp | 70.2%-6.6pp |
| Annual return | 23.76% | 24.12%-0.4pp | 30.76%-7.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,338 | $1,557-14.1% | $2,500-46.5% | $2,177-38.5% |
| Participant deferral / active EE | $1,591 | $2,550-37.6% | $3,603-55.8% | $3,514-54.7% |
| Admin fee / account holder | $219 | $532-58.9% | $5,418-96.0% | $847-74.2% |