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 13 · EIN 42-0127290 | Contract Administrator | $56,408 |
Service code 49 · EIN 93-0987232 | Other Services | $24,877 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,810 | $84,487+8.7% | $125,339-26.8% | $66,914+37.2% |
| Participation rate | 94.9% | 76.4%+18.5pp | 82.4%+12.5pp | 69.8%+25.1pp |
| Annual return | -17.50% | -8.39%-9.1pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $11,018 | $3,553+210.1% | $4,814+128.9% | $2,544+333.1% |
| Participant deferral / active EE | $11,711 | $6,781+72.7% | $7,446+57.3% | $4,237+176.4% |
| Admin fee / account holder | $362 | $685-47.2% | $10,010-96.4% | $593-39.0% |