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 27 · EIN 35-2552359 | Advisory (Plan) | $17,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,476 |
Employer contribution per participant 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 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 | $50,903 | $99,957-49.1% | $149,696-66.0% | $73,488-30.7% |
| Participation rate | 77.9% | 75.7%+2.2pp | 82.5%-4.6pp | 70.7%+7.2pp |
| Annual return | 27.71% | 53.87%-26.2pp | 276.60%-248.9pp | 28.51%-0.8pp |
| Employer contribution / active EE | $636 | $3,191-80.1% | $4,644-86.3% | $2,270-72.0% |
| Participant deferral / active EE | $5,414 | $6,073-10.8% | $6,842-20.9% | $3,740+44.8% |
| Admin fee / account holder | $129 | $551-76.6% | $9,309-98.6% | $513-74.9% |