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 9-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 | $12,677 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,255 | $66,302-6.1% | $110,238-43.5% | $56,287+10.6% |
| Participation rate | 87.7% | 74.9%+12.8pp | 79.8%+7.9pp | 69.9%+17.9pp |
| Annual return | -6.60% | -1.18%-5.4pp | 314.74%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $737 | $2,047-64.0% | $3,826-80.7% | $2,111-65.1% |
| Participant deferral / active EE | $6,773 | $3,381+100.3% | $4,672+45.0% | $3,350+102.2% |
| Admin fee / account holder | $111 | $698-84.1% | $8,547-98.7% | $521-78.7% |