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 15 · EIN 35-0145825 | Recordkeeping | $57,498 |
Filed as: SNYDER COHN, PC Service code 15 · EIN 52-1022232 | Recordkeeping | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 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 | $17,429 | $26,479-34.2% | $74,701-76.7% | $77,787-77.6% |
| Participation rate | 18.9% | 37.6%-18.7pp | 54.5%-35.6pp | 73.2%-54.3pp |
| Annual return | 27.28% | 38.31%-11.0pp | 752.92%-725.6pp | 32.57%-5.3pp |
| Employer contribution / active EE | $133 | $440-69.8% | $1,084-87.7% | $2,504-94.7% |
| Participant deferral / active EE | $599 | $1,074-44.3% | $1,964-69.5% | $3,967-84.9% |
| Admin fee / account holder | $29 | $119-75.3% | $3,333-99.1% | $100-70.6% |