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 6-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: MULTI-FINANCIAL SEC CORP Service code 27 · EIN 84-0858799 | Advisory (Plan) | $38,502 |
Filed as: ABAR RETIREMENT PLAN SERVICES LLC Service code 14 · EIN 46-1281375 | Plan Administrator | $12,925 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,343 | $87,125-83.5% | $108,410-86.8% | $86,799-83.5% |
| Participation rate | 86.1% | 80.5%+5.5pp | 80.1%+5.9pp | 72.3%+13.8pp |
| Annual return | 34.43% | 25.21%+9.2pp | 905.27%-870.8pp | 97.91%-63.5pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,383 | $6,944-36.9% | $6,563-33.2% | $4,131+6.1% |
| Admin fee / account holder | $87 | $130-33.3% | $7,295-98.8% | $170-48.8% |