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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $126,712 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $103,646 |
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 | $34,193 | $56,102-39.1% | $101,794-66.4% | $102,872-66.8% |
| Participation rate | 92.5% | 70.4%+22.2pp | 69.2%+23.3pp | 73.0%+19.5pp |
| Annual return | 11.22% | 14.06%-2.8pp | 30.53%-19.3pp | 19.06%-7.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $2,289-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $3,121 | $2,801+11.4% | $4,084-23.6% | $5,535-43.6% |
| Admin fee / account holder | $139 | $262-47.0% | $8,777-98.4% | $292-52.4% |