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 9-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 15 · EIN 13-3689044 | Recordkeeping | $36,897 |
AVONDALE PARTNERS LLC2+ years Service code 27 · EIN 62-1854335 | Advisory (Plan) | $19,610 |
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 | $21,867 | $46,100-52.6% | $86,590-74.7% | $69,631-68.6% |
| Participation rate | 79.6% | 67.2%+12.5pp | 73.5%+6.1pp | 70.7%+9.0pp |
| Annual return | 22.61% | 21.02%+1.6pp | 964.84%-942.2pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $1,769 | $1,850-4.4% | $2,839-37.7% | $2,032-13.0% |
| Participant deferral / active EE | $3,270 | $2,432+34.5% | $3,609-9.4% | $3,224+1.4% |
| Admin fee / account holder | $97 | $94+3.0% | $4,906-98.0% | $110-12.5% |