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 60 · EIN 04-2647786 | Sub-TA Fees | $20,886 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,166 | $76,670-17.6% | $96,683-34.7% | $71,457-11.6% |
| Participation rate | 95.2% | 66.6%+28.6pp | 74.3%+20.9pp | 67.9%+27.3pp |
| Annual return | 17.68% | 48.29%-30.6pp | 35.69%-18.0pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,249 | $3,031-25.8% | $3,737-39.8% | $2,588-13.1% |
| Participant deferral / active EE | $6,642 | $3,771+76.1% | $4,878+36.2% | $4,289+54.9% |
| Admin fee / account holder | $128 | $2,028-93.7% | $6,730-98.1% | $1,587-91.9% |