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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 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $59,695 |
Service code 16 · EIN 20-8874282 | Consulting | $28,057 |
Service code 17 · EIN 25-1409618 | Pension Consulting | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,778 | $85,135-63.8% | $98,907-68.9% | $73,409-58.1% |
| Participation rate | 80.8% | 81.1%-0.3pp | 76.0%+4.8pp | 72.2%+8.6pp |
| Annual return | 12.13% | 19.14%-7.0pp | 196.43%-184.3pp | 59.29%-47.2pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,859 | $4,349-57.3% | $4,244-56.2% | $3,805-51.2% |
| Admin fee / account holder | $242 | $139+73.6% | $6,642-96.4% | $158+53.1% |