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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,729 | $52,208-73.7% | $86,612-84.1% | $74,419-81.6% |
| Participation rate | 82.0% | 66.3%+15.7pp | 71.7%+10.3pp | 70.7%+11.3pp |
| Annual return | 14.71% | 44.46%-29.7pp | 591.07%-576.4pp | 34.38%-19.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,830 | $3,383-16.3% | $4,438-36.2% | $4,528-37.5% |
| Admin fee / account holder | $2 | $319-99.5% | $5,614-100.0% | $348-99.5% |