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 | $2,510 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,944 | $31,679-93.9% | $74,701-97.4% | $65,185-97.0% |
| Participation rate | 93.4% | 40.4%+53.0pp | 54.5%+38.9pp | 70.2%+23.2pp |
| Annual return | 31.79% | 39.04%-7.2pp | 752.92%-721.1pp | 29.38%+2.4pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,020 | $1,191-14.3% | $1,964-48.0% | $3,514-71.0% |
| Admin fee / account holder | $20 | $379-94.7% | $3,333-99.4% | $847-97.6% |