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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 15 · EIN 01-0233346 | Recordkeeping | $950 |
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).
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 | $79,303 | $55,415+43.1% | $155,509-49.0% | $74,495+6.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 8.07% | 268.50%-260.4pp | 64.67%-56.6pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $4,784 | $2,267+111.0% | $4,672+2.4% | $2,623+82.4% |
| Participant deferral / active EE | $4,326 | $2,836+52.6% | $5,626-23.1% | $4,346-0.4% |
| Admin fee / account holder | $392 | $1,738-77.4% | $15,912-97.5% | $1,942-79.8% |