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 10-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $88,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,772 | $78,485-31.5% | $106,213-49.4% | $74,495-27.8% |
| Participation rate | 93.3% | 72.8%+20.5pp | 75.3%+18.1pp | 67.2%+26.1pp |
| Annual return | 13.26% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,557 | $2,523+1.4% | $3,171-19.4% | $2,623-2.5% |
| Participant deferral / active EE | $5,447 | $4,322+26.0% | $5,016+8.6% | $4,346+25.3% |
| Admin fee / account holder | $392 | $2,232-82.4% | $11,033-96.4% | $1,942-79.8% |