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 64 · EIN 71-0294708 | Recordkeeping Fees | $7,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $269,962 | $89,652+201.1% | $141,162+91.2% | $65,185+314.2% |
| Participation rate | 99.5% | 74.7%+24.7pp | 82.5%+17.0pp | 70.2%+29.3pp |
| Annual return | 23.17% | 32.79%-9.6pp | 71.39%-48.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $10,391 | $3,065+239.1% | $4,735+119.5% | $2,177+377.4% |
| Participant deferral / active EE | $9,060 | $5,691+59.2% | $6,709+35.0% | $3,514+157.8% |
| Admin fee / account holder | $34 | $569-94.1% | $10,261-99.7% | $847-96.0% |