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 7-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 13 · EIN 42-0127290 | Contract Administrator | $15,315 |
Service code 49 · EIN 52-2114207 | Other Services | $5,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $24,262 | $98,982-75.5% | $162,163-85.0% | $65,185-62.8% |
| Participation rate | 55.6% | 85.8%-30.2pp | 87.6%-32.0pp | 70.2%-14.6pp |
| Annual return | 113.89% | 24.84%+89.1pp | 115.59%-1.7pp | 29.38%+84.5pp |
| Employer contribution / active EE | $3,804 | $3,467+9.7% | $5,614-32.2% | $2,177+74.8% |
| Participant deferral / active EE | $7,790 | $5,384+44.7% | $7,298+6.7% | $3,514+121.7% |
| Admin fee / account holder | $165 | $596-72.4% | $10,843-98.5% | $847-80.6% |