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 5-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 | $18,494 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $14,617 |
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 | $35,292 | $57,016-38.1% | $84,966-58.5% | $80,856-56.4% |
| Participation rate | 94.4% | 56.3%+38.1pp | 67.5%+26.9pp | 67.6%+26.8pp |
| Annual return | 15.64% | 21.66%-6.0pp | 66.38%-50.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,384 | $1,798+88.2% | $2,727+24.1% | $2,755+22.8% |
| Participant deferral / active EE | $6,958 | $3,110+123.8% | $4,519+54.0% | $4,296+62.0% |
| Admin fee / account holder | $259 | $4,980-94.8% | $6,149-95.8% | $6,918-96.3% |