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 | $10,718 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,564 | $63,299-17.0% | $91,001-42.2% | $62,292-15.6% |
| Participation rate | 75.8% | 73.3%+2.5pp | 75.6%+0.2pp | 69.5%+6.3pp |
| Annual return | 13.45% | 20.99%-7.5pp | 4.60%+8.9pp | 28.90%-15.4pp |
| Employer contribution / active EE | $359 | $1,807-80.2% | $2,456-85.4% | $2,042-82.4% |
| Participant deferral / active EE | $2,823 | $2,943-4.1% | $3,547-20.4% | $3,169-10.9% |
| Admin fee / account holder | $2 | $468-99.6% | $5,417-100.0% | $479-99.6% |