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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 4-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 42-0127290 | Contract Administrator | $71,431 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,356 |
COMPENSATION SYSTEMS, INC.3 years Service code 13 · EIN 35-1277460 | Contract Administrator | $6,624 |
COMPENSATION SYSTEMS, INC.3 years Filed as: COMPENSATION SYSTEMS INC Service code 13 | Contract Administrator | $3,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,494 | $101,317-54.1% | $146,958-68.4% | $74,495-37.6% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.3pp |
| Annual return | 21.84% | 8730.91%-8709.1pp | 418.34%-396.5pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $3,015 | $3,810-20.9% | $4,933-38.9% | $2,623+14.9% |
| Participant deferral / active EE | $6,957 | $7,303-4.7% | $8,070-13.8% | $4,346+60.1% |
| Admin fee / account holder | $441 | $1,739-74.6% | $12,998-96.6% | $1,942-77.3% |