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 01-0233346 | Recordkeeping | $492 |
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).
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 | $125,172 | $85,766+45.9% | $136,294-8.2% | $70,131+78.5% |
| Participation rate | 79.3% | 74.2%+5.2pp | 81.9%-2.6pp | 69.5%+9.8pp |
| Annual return | 22.15% | 31.45%-9.3pp | 5155.94%-5133.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $4,312 | $2,966+45.4% | $4,695-8.2% | $2,342+84.1% |
| Participant deferral / active EE | $8,132 | $5,051+61.0% | $6,247+30.2% | $3,332+144.1% |
| Admin fee / account holder | $972 | $5,420-82.1% | $9,243-89.5% | $4,645-79.1% |