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 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,772 |
Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,969 | $77,899-53.8% | $149,673-76.0% | $75,163-52.1% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 16.89% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,337 | $3,137-25.5% | $4,818-51.5% | $2,670-12.5% |
| Participant deferral / active EE | $1,978 | $3,411-42.0% | $5,680-65.2% | $4,125-52.1% |
| Admin fee / account holder | $417 | $5,956-93.0% | $13,210-96.8% | $5,651-92.6% |