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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.
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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 16-1450952 | Recordkeeping | $21,801 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $10,846 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,071 | $73,638-25.2% | $95,952-42.6% | $73,488-25.1% |
| Participation rate | 69.8% | 76.2%-6.3pp | 77.1%-7.2pp | 70.7%-0.9pp |
| Annual return | 22.69% | 16.78%+5.9pp | 91.61%-68.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $1,498 | $1,863-19.6% | $2,541-41.0% | $2,270-34.0% |
| Participant deferral / active EE | $3,145 | $3,617-13.1% | $4,167-24.5% | $3,740-15.9% |
| Admin fee / account holder | $323 | $482-33.0% | $6,795-95.2% | $513-37.0% |