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 | $65,241 |
SAGEPOINT FINANCIAL INC1 year Service code 49 · EIN 20-1741754 | Other Services | $3,755 |
VECTOR BENEFITS INC1 year Service code 49 · EIN 38-2660593 | Other Services | $2,503 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,200 | $63,114+76.2% | $92,893+19.7% | $65,185+70.6% |
| Participation rate | 83.7% | 68.8%+14.9pp | 76.0%+7.7pp | 70.2%+13.5pp |
| Annual return | 25.45% | 28.75%-3.3pp | 109.41%-84.0pp | 29.38%-3.9pp |
| Employer contribution / active EE | $2,773 | $2,571+7.9% | $3,653-24.1% | $2,177+27.4% |
| Participant deferral / active EE | $6,144 | $3,108+97.7% | $4,236+45.0% | $3,514+74.9% |
| Admin fee / account holder | $510 | $624-18.3% | $5,794-91.2% | $847-39.8% |