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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $31,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,482 | $34,242-11.0% | $76,523-60.2% | $75,289-59.5% |
| Participation rate | 8.7% | 43.9%-35.2pp | 68.0%-59.3pp | 72.4%-63.7pp |
| Annual return | -3.99% | -0.98%-3.0pp | -0.27%-3.7pp | -0.04%-4.0pp |
| Employer contribution / active EE | $121 | $975-87.6% | $2,647-95.4% | $2,405-95.0% |
| Participant deferral / active EE | $413 | $1,872-77.9% | $3,835-89.2% | $3,739-88.9% |
| Admin fee / account holder | $176 | $112+57.1% | $4,848-96.4% | $102+71.9% |