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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 13 · EIN 06-1050034 | Contract Administrator | $1,536,971 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $47,250 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 14 · EIN 35-2552359 | Plan Administrator | $44,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,861 | $83,057-85.7% | $143,757-91.7% | $89,394-86.7% |
| Participation rate | 89.1% | 74.0%+15.0pp | 80.3%+8.8pp | 71.3%+17.8pp |
| Annual return | -15.25% | -13.97%-1.3pp | -0.04%-15.2pp | -11.89%-3.4pp |
| Employer contribution / active EE | $529 | $2,095-74.8% | $4,951-89.3% | $3,022-82.5% |
| Participant deferral / active EE | $1,674 | $4,281-60.9% | $5,637-70.3% | $5,123-67.3% |
| Admin fee / account holder | $67 | $83-19.1% | $14,673-99.5% | $79-15.4% |