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 15 · EIN 16-1450962 | Recordkeeping | $86,103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $165,876 | $77,660+113.6% | $109,143+52.0% | $79,386+108.9% |
| Participation rate | 88.3% | 67.8%+20.5pp | 75.9%+12.5pp | 70.7%+17.6pp |
| Annual return | 36.11% | 23.44%+12.7pp | 25.75%+10.4pp | 116.85%-80.7pp |
| Employer contribution / active EE | $7,347 | $2,797+162.6% | $3,722+97.4% | $2,427+202.6% |
| Participant deferral / active EE | $1,878 | $3,518-46.6% | $4,653-59.6% | $4,046-53.6% |
| Admin fee / account holder | $574 | $732-21.6% | $6,752-91.5% | $626-8.4% |