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 | $73,775 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $13,438 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,046 | $58,778-16.6% | $129,207-62.0% | $77,643-36.8% |
| Participation rate | 37.2% | 59.2%-22.0pp | 69.6%-32.4pp | 70.6%-33.4pp |
| Annual return | 15.65% | 24.73%-9.1pp | 9417.33%-9401.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,183 | $1,952-39.4% | $4,153-71.5% | $2,726-56.6% |
| Participant deferral / active EE | $1,999 | $3,212-37.8% | $4,168-52.0% | $4,647-57.0% |
| Admin fee / account holder | $245 | $589-58.5% | $7,715-96.8% | $430-43.2% |