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 35-0145825 | Recordkeeping | $15,429 |
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 | $57,513 | $75,828-24.2% | $147,614-61.0% | $59,632-3.6% |
| Participation rate | 76.0% | 71.6%+4.5pp | 84.6%-8.6pp | 68.7%+7.4pp |
| Annual return | 1.24% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,100 | $3,485-68.4% | $5,564-80.2% | $2,203-50.1% |
| Participant deferral / active EE | $8,439 | $3,130+169.6% | $4,895+72.4% | $3,192+164.4% |
| Admin fee / account holder | $85 | $5,985-98.6% | $11,611-99.3% | $4,297-98.0% |