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 41-0417830 | Contract Administrator | $1,493 |
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 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 | $29,902 | $85,202-64.9% | $172,739-82.7% | $72,985-59.0% |
| Participation rate | 43.7% | 70.1%-26.4pp | 82.6%-39.0pp | 69.5%-25.8pp |
| Annual return | 20.81% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $415 | $3,324-87.5% | $5,143-91.9% | $2,440-83.0% |
| Participant deferral / active EE | $1,265 | $3,260-61.2% | $5,198-75.7% | $3,607-64.9% |
| Admin fee / account holder | $20 | $5,884-99.7% | $13,954-99.9% | $5,124-99.6% |