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 | $52,465 |
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).
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 | $28,759 | $102,317-71.9% | $146,958-80.4% | $80,856-64.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.10% | 134.76%-124.7pp | 418.34%-408.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,747 | $3,713-53.0% | $4,933-64.6% | $2,755-36.6% |
| Participant deferral / active EE | $9,353 | $6,644+40.8% | $8,070+15.9% | $4,296+117.7% |
| Admin fee / account holder | $202 | $7,941-97.5% | $12,998-98.4% | $6,918-97.1% |