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 | $45,344 |
AVONDALE PARTNERS LLC3+ years Service code 27 · EIN 62-1854335 | Advisory (Plan) | $11,230 |
Service code 27 · EIN 23-0731260 | Advisory (Plan) | $6,196 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,741 | $43,999-55.1% | $79,464-75.2% | $55,725-64.6% |
| Participation rate | 72.2% | 66.9%+5.3pp | 73.3%-1.1pp | 70.9%+1.4pp |
| Annual return | -7.47% | 1.81%-9.3pp | 718.14%-725.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,702 | $1,830-7.0% | $2,800-39.2% | $2,078-18.1% |
| Participant deferral / active EE | $3,179 | $2,538+25.2% | $3,704-14.2% | $3,356-5.3% |
| Admin fee / account holder | $91 | $118-22.5% | $5,113-98.2% | $115-20.9% |