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 64 · EIN 04-2647786 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,856 | $46,745-23.3% | $60,547-40.8% | $52,331-31.5% |
| Participation rate | 45.0% | 58.6%-13.5pp | 68.0%-22.9pp | 68.1%-23.1pp |
| Annual return | 0.10% | 0.61%-0.5pp | 335.64%-335.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,135 | $1,259-9.8% | $2,419-53.1% | $1,882-39.7% |
| Participant deferral / active EE | $2,549 | $2,145+18.8% | $3,328-23.4% | $3,022-15.7% |
| Admin fee / account holder | $4 | $537-99.2% | $4,536-99.9% | $592-99.3% |