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 27 · EIN 43-1451524 | Advisory (Plan) | $35,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,831 |
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 | $75,436 | $84,487-10.7% | $125,339-39.8% | $66,914+12.7% |
| Participation rate | 76.7% | 76.4%+0.3pp | 82.4%-5.7pp | 69.8%+6.9pp |
| Annual return | -15.74% | -8.39%-7.3pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,740 | $3,553-51.0% | $4,814-63.8% | $2,544-31.6% |
| Participant deferral / active EE | $8,014 | $6,781+18.2% | $7,446+7.6% | $4,237+89.1% |
| Admin fee / account holder | $423 | $685-38.3% | $10,010-95.8% | $593-28.8% |