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 | $2,733 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,022 | $80,753-15.8% | $136,294-50.1% | $62,292+9.2% |
| Participation rate | 71.6% | 73.5%-1.9pp | 81.9%-10.3pp | 69.5%+2.1pp |
| Annual return | 18.55% | 35.83%-17.3pp | 5155.94%-5137.4pp | 28.90%-10.3pp |
| Employer contribution / active EE | $2,726 | $2,884-5.5% | $4,695-41.9% | $2,042+33.5% |
| Participant deferral / active EE | $5,493 | $5,164+6.4% | $6,247-12.1% | $3,169+73.3% |
| Admin fee / account holder | $13 | $525-97.6% | $9,243-99.9% | $479-97.3% |