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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.
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 | $62,212 |
SAGEPOINT FINANCIAL INC4 years Service code 49 · EIN 20-1741754 | Other Services | $7,448 |
VECTOR BENEFITS INC4 years Service code 49 · EIN 38-2660593 | Other Services | $4,966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,823 | $64,119+80.6% | $112,228+3.2% | $66,914+73.1% |
| Participation rate | 73.3% | 68.5%+4.8pp | 75.1%-1.8pp | 69.8%+3.5pp |
| Annual return | -20.22% | -13.81%-6.4pp | 27.45%-47.7pp | 1.58%-21.8pp |
| Employer contribution / active EE | $3,129 | $3,005+4.1% | $3,635-13.9% | $2,544+23.0% |
| Participant deferral / active EE | $6,464 | $3,693+75.0% | $4,728+36.7% | $4,237+52.6% |
| Admin fee / account holder | $498 | $625-20.4% | $6,410-92.2% | $593-16.1% |