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 60 · EIN 04-2647786 | Sub-TA Fees | $8,142 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,466 | $74,552-75.2% | $62,995-70.7% | $69,631-73.5% |
| Participation rate | 84.0% | 78.3%+5.8pp | 74.8%+9.2pp | 70.7%+13.3pp |
| Annual return | 17.86% | 15.77%+2.1pp | 87.57%-69.7pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $947 | $2,929-67.7% | $2,759-65.7% | $2,032-53.4% |
| Participant deferral / active EE | $1,323 | $2,974-55.5% | $3,329-60.3% | $3,224-58.9% |
| Admin fee / account holder | $77 | $59+29.2% | $3,600-97.9% | $110-30.5% |