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 13 · EIN 42-0127290 | Contract Administrator | $182,233 |
RPA FINANCIAL LLC5 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $57,357 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,139 | $145,877-42.3% | $150,045-43.9% | $102,872-18.2% |
| Participation rate | 97.5% | 79.8%+17.6pp | 82.3%+15.2pp | 73.0%+24.5pp |
| Annual return | 14.13% | 21.37%-7.2pp | 62.55%-48.4pp | 19.06%-4.9pp |
| Employer contribution / active EE | $1,557 | $4,710-66.9% | $4,693-66.8% | $3,526-55.8% |
| Participant deferral / active EE | $6,574 | $9,491-30.7% | $7,997-17.8% | $5,535+18.8% |
| Admin fee / account holder | $123 | $176-30.0% | $13,435-99.1% | $292-57.9% |