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 71-0294708 | Contract Administrator | $3,415 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,954 | $70,002-54.4% | $115,037-72.2% | $52,331-38.9% |
| Participation rate | 84.0% | 72.1%+11.9pp | 81.4%+2.6pp | 68.1%+15.9pp |
| Annual return | 3.04% | 4.04%-1.0pp | 26.14%-23.1pp | 4.54%-1.5pp |
| Employer contribution / active EE | $1,708 | $2,715-37.1% | $4,608-62.9% | $1,882-9.2% |
| Participant deferral / active EE | $5,035 | $4,920+2.3% | $6,026-16.5% | $3,022+66.6% |
| Admin fee / account holder | $46 | $566-91.9% | $8,175-99.4% | $592-92.3% |