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 | $65,708 |
JANNEY MONTGOMERY SCOTT LLC4 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $35,254 |
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 | $46,584 | $34,677+34.3% | $77,024-39.5% | $64,808-28.1% |
| Participation rate | 88.5% | 49.8%+38.7pp | 67.9%+20.6pp | 71.5%+17.1pp |
| Annual return | -13.55% | -5.33%-8.2pp | 42.32%-55.9pp | 32.82%-46.4pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,327 | $2,556+30.2% | $4,426-24.8% | $4,310-22.8% |
| Admin fee / account holder | $269 | $179+50.8% | $5,425-95.0% | $188+43.4% |