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 |
|---|---|---|
Filed as: RETIREMENT PLANNERS AND ADMINISTORS Service code 15 · EIN 62-1038805 | Recordkeeping | $8,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,820 | $56,897-38.8% | $84,750-58.9% | $62,891-44.6% |
| Participation rate | 82.8% | 68.5%+14.2pp | 76.6%+6.2pp | 69.3%+13.5pp |
| Annual return | 13.65% | 6.30%+7.4pp | 22.78%-9.1pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,509 | $2,400-37.1% | $3,574-57.8% | $2,281-33.8% |
| Participant deferral / active EE | $4,750 | $2,709+75.3% | $3,712+28.0% | $3,203+48.3% |
| Admin fee / account holder | $79 | $3,581-97.8% | $5,332-98.5% | $4,296-98.2% |