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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,236 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $42,614 |
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 | $88,795 | $129,021-31.2% | $184,203-51.8% | $77,643+14.4% |
| Participation rate | 89.2% | 87.3%+1.9pp | 86.8%+2.4pp | 70.6%+18.6pp |
| Annual return | 18.33% | 33.27%-14.9pp | 28.81%-10.5pp | 31.24%-12.9pp |
| Employer contribution / active EE | $4,415 | $4,4130% | $6,427-31.3% | $2,726+62.0% |
| Participant deferral / active EE | $8,960 | $7,297+22.8% | $9,131-1.9% | $4,647+92.8% |
| Admin fee / account holder | $132 | $254-48.0% | $13,901-99.1% | $430-69.3% |