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 | $69,288 |
BENEFIT ASSOCIATES, INC.6 years Service code 49 · EIN 95-3775762 | Other Services | $7,163 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,837 | $106,028-55.8% | $146,958-68.1% | $77,643-39.7% |
| Participation rate | 75.7% | 78.4%-2.7pp | 82.2%-6.5pp | 70.6%+5.1pp |
| Annual return | 14.52% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,698 | $4,063-33.6% | $4,933-45.3% | $2,726-1.0% |
| Participant deferral / active EE | $3,837 | $7,990-52.0% | $8,070-52.4% | $4,647-17.4% |
| Admin fee / account holder | $197 | $337-41.5% | $12,998-98.5% | $430-54.1% |