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 | $102,058 |
Service code 49 · EIN 59-2730348 | Other Services | $38,167 |
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 | $127,042 | $101,317+25.4% | $146,958-13.6% | $74,495+70.5% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 16.10% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $12,119 | $3,810+218.1% | $4,933+145.7% | $2,623+362.0% |
| Participant deferral / active EE | $13,579 | $7,303+85.9% | $8,070+68.3% | $4,346+212.5% |
| Admin fee / account holder | $442 | $1,739-74.6% | $12,998-96.6% | $1,942-77.2% |