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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.
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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 | $52,902 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $19,860 |
BERNARD ROBINSON AND COM1 year Service code 10 · EIN 56-0571159 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,283 | $55,371-18.2% | $95,585-52.6% | $74,304-39.1% |
| Participation rate | 45.5% | 53.8%-8.3pp | 72.1%-26.5pp | 60.3%-14.8pp |
| Annual return | 13.15% | 24.26%-11.1pp | 38.56%-25.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $929 | $1,437-35.4% | $2,527-63.2% | $2,241-58.5% |
| Participant deferral / active EE | $1,806 | $2,955-38.9% | $4,023-55.1% | $3,767-52.1% |
| Admin fee / account holder | $548 | $2,620-79.1% | $6,127-91.1% | $2,969-81.5% |