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 |
|---|---|---|
SUMMA HEALTH2 years Service code 16 · EIN 34-1887844 | Consulting | $19,688 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $5,180 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,816 | $45,382+29.6% | $154,107-61.8% | $75,289-21.9% |
| Participation rate | 18.9% | 65.9%-46.9pp | 83.0%-64.1pp | 72.4%-53.5pp |
| Annual return | -5.44% | -0.47%-5.0pp | 735.12%-740.6pp | -0.04%-5.4pp |
| Employer contribution / active EE | $384 | $1,533-74.9% | $5,298-92.7% | $2,405-84.0% |
| Participant deferral / active EE | $1,036 | $2,384-56.6% | $5,081-79.6% | $3,739-72.3% |
| Admin fee / account holder | -$2 | $89-101.8% | $13,411-100.0% | $102-101.6% |