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 13 · EIN 42-0127290 | Contract Administrator | $21,760 |
Service code 17 · EIN 36-4212397 | Pension Consulting | $6,367 |
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 | $93,368 | $100,041-6.7% | $149,718-37.6% | $70,131+33.1% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.1%+8.8pp | 69.5%+26.4pp |
| Annual return | 24.36% | 27.43%-3.1pp | 1501.63%-1477.3pp | 73.14%-48.8pp |
| Employer contribution / active EE | $2,329 | $3,662-36.4% | $5,445-57.2% | $2,342-0.6% |
| Participant deferral / active EE | $8,143 | $4,983+63.4% | $6,569+24.0% | $3,332+144.4% |
| Admin fee / account holder | $177 | $8,286-97.9% | $11,283-98.4% | $4,645-96.2% |