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 | $447,701 |
Form 5500 reported that benefits due were not provided when due.
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 | $108,632 | $107,662+0.9% | $159,436-31.9% | $106,520+2.0% |
| Participation rate | 99.6% | 69.4%+30.2pp | 82.8%+16.7pp | 71.3%+28.2pp |
| Annual return | 16.91% | 22.17%-5.3pp | 263.57%-246.7pp | 19.28%-2.4pp |
| Employer contribution / active EE | $3,488 | $2,741+27.2% | $4,829-27.8% | $2,840+22.8% |
| Participant deferral / active EE | $12,687 | $6,799+86.6% | $7,352+72.6% | $4,948+156.4% |
| Admin fee / account holder | $25 | $69-63.5% | $10,799-99.8% | $75-66.4% |