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 | $2,989 |
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 | $67,191 | $81,474-17.5% | $133,956-49.8% | $73,488-8.6% |
| Participation rate | 71.3% | 76.4%-5.0pp | 79.8%-8.5pp | 70.7%+0.6pp |
| Annual return | 20.76% | 19.40%+1.4pp | 45.09%-24.3pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1,169 | $2,209-47.1% | $3,919-70.2% | $2,270-48.5% |
| Participant deferral / active EE | $3,900 | $3,786+3.0% | $5,048-22.7% | $3,740+4.3% |
| Admin fee / account holder | $22 | $713-96.9% | $8,927-99.8% | $513-95.7% |