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 | $55,758 |
Filed as: O N EQUITY SALES CO Service code 49 · EIN 31-0742113 | Other Services | $12,372 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,213 | $79,171+8.9% | $102,423-15.8% | $74,495+15.7% |
| Participation rate | 95.2% | 74.8%+20.4pp | 76.5%+18.7pp | 67.2%+28.0pp |
| Annual return | 11.05% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,467 | $2,362+4.4% | $3,023-18.4% | $2,623-5.9% |
| Participant deferral / active EE | $5,992 | $4,415+35.7% | $5,053+18.6% | $4,346+37.9% |
| Admin fee / account holder | $269 | $2,001-86.5% | $9,451-97.1% | $1,942-86.1% |