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 |
|---|---|---|
H BECK INC2 years Service code 27 · EIN 52-1321340 | Advisory (Plan) | $25,427 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,975 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,623 | $55,449-19.5% | $83,848-46.8% | $56,287-20.7% |
| Participation rate | 95.5% | 68.0%+27.5pp | 76.1%+19.4pp | 69.9%+25.7pp |
| Annual return | -7.40% | -1.38%-6.0pp | 850.88%-858.3pp | -9.96%+2.6pp |
| Employer contribution / active EE | $2,406 | $2,430-1.0% | $3,631-33.7% | $2,111+14.0% |
| Participant deferral / active EE | $3,689 | $2,935+25.7% | $4,082-9.6% | $3,350+10.1% |
| Admin fee / account holder | $262 | $656-60.0% | $5,478-95.2% | $521-49.7% |