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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.
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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 13-3689044 | Recordkeeping | $18,085 |
401(K) ADVISORS INC1+ years Filed as: 401(K) ADVISORS, INC. Service code 26 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Participants) | $7,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $31,522 | $50,464-37.5% | $75,781-58.4% | $52,331-39.8% |
| Participation rate | 62.4% | 66.8%-4.4pp | 75.8%-13.4pp | 68.1%-5.7pp |
| Annual return | -1.85% | 1.03%-2.9pp | 9.68%-11.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $319 | $1,988-84.0% | $3,323-90.4% | $1,882-83.1% |
| Participant deferral / active EE | $2,140 | $2,570-16.7% | $3,651-41.4% | $3,022-29.2% |
| Admin fee / account holder | $147 | $1,103-86.7% | $5,299-97.2% | $592-75.2% |