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 41-0417830 | Contract Administrator | $2,712 |
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 | $47,469 | $86,332-45.0% | $125,175-62.1% | $65,185-27.2% |
| Participation rate | 67.4% | 75.3%-7.9pp | 79.8%-12.4pp | 70.2%-2.8pp |
| Annual return | 23.01% | 27.43%-4.4pp | 43.79%-20.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $1,026 | $2,040-49.7% | $3,865-73.5% | $2,177-52.9% |
| Participant deferral / active EE | $3,261 | $3,537-7.8% | $4,937-33.9% | $3,514-7.2% |
| Admin fee / account holder | $17 | $609-97.1% | $9,702-99.8% | $847-97.9% |