See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 66 · EIN 35-0145825 1 AMERICAN SQUARE, 368 · INDIANAPOLIS, IN 46282 | Insurance mortality and expense charg... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $49,451 | $73,515-32.7% | $62,995-21.5% | $147,584-66.5% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.8%+4.4pp | 82.8%-3.7pp |
| Annual return | 12.87% | 175.43%-162.6pp | 87.57%-74.7pp | 578.55%-565.7pp |
| Employer contribution / active EE | $6,223 | $3,320+87.4% | $2,759+125.6% | $4,876+27.6% |
| Participant deferral / active EE | $14,712 | $4,185+251.6% | $3,329+341.9% | $5,439+170.5% |
| Admin fee / account holder | $36 | $5,953-99.4% | $3,600-99.0% | $10,885-99.7% |