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 | $24,289 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $18,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $63,868 | $53,777+18.8% | $134,143-52.4% | $79,858-20.0% |
| Participation rate | 97.9% | 58.8%+39.1pp | 72.2%+25.7pp | 69.6%+28.2pp |
| Annual return | 18.53% | 19.01%-0.5pp | 36.33%-17.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,276 | $1,321+72.2% | $3,704-38.6% | $2,471-7.9% |
| Participant deferral / active EE | $5,010 | $2,420+107.0% | $3,499+43.2% | $3,740+34.0% |
| Admin fee / account holder | $303 | $3,984-92.4% | $6,684-95.5% | $5,306-94.3% |