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 15 · EIN 35-0145825 | Recordkeeping | $1,744 |
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 | $49,632 | $70,002-29.1% | $115,037-56.9% | $52,331-5.2% |
| Participation rate | 78.6% | 72.1%+6.5pp | 81.4%-2.7pp | 68.1%+10.5pp |
| Annual return | 2.49% | 4.04%-1.6pp | 26.14%-23.7pp | 4.54%-2.1pp |
| Employer contribution / active EE | $2,653 | $2,715-2.3% | $4,608-42.4% | $1,882+41.0% |
| Participant deferral / active EE | $5,288 | $4,920+7.5% | $6,026-12.2% | $3,022+75.0% |
| Admin fee / account holder | $8 | $566-98.7% | $8,175-99.9% | $592-98.7% |