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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $63,795 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $73,992 | $39,859+85.6% | $78,689-6.0% | $57,658+28.3% |
| Participation rate | 86.5% | 66.1%+20.4pp | 73.6%+13.0pp | 70.2%+16.3pp |
| Annual return | 8.43% | 18.96%-10.5pp | 62.18%-53.7pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,605 | $1,786+45.9% | $2,851-8.6% | $1,974+32.0% |
| Participant deferral / active EE | $4,800 | $2,248+113.5% | $3,517+36.5% | $3,061+56.8% |
| Admin fee / account holder | $192 | $76+151.7% | $4,510-95.7% | $95+102.8% |