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 |
|---|---|---|
BILLINGS AND COMPANY, INC.3 years Service code 15 · EIN 42-1330861 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping | $17,708 |
Service code 26 · EIN 74-2868680 1505 WEDGEFIELD CIR · NAPERVILLE, IL 60563 | Advisory (Participants) | $8,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,402 | $65,365-55.0% | $92,893-68.3% | $72,985-59.7% |
| Participation rate | 69.7% | 68.3%+1.4pp | 76.0%-6.3pp | 69.5%+0.3pp |
| Annual return | 22.05% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,625 | $2,594+1.2% | $3,653-28.1% | $2,440+7.6% |
| Participant deferral / active EE | $3,242 | $3,128+3.6% | $4,236-23.5% | $3,607-10.1% |
| Admin fee / account holder | $187 | $4,251-95.6% | $5,794-96.8% | $5,124-96.4% |