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 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $780 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $59,077 | $67,606-12.6% | $82,313-28.2% | $70,131-15.8% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.1pp | 69.5%+16.5pp |
| Annual return | 13.10% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,229 | $1,755+27.0% | $2,428-8.2% | $2,342-4.9% |
| Participant deferral / active EE | $1,539 | $2,987-48.5% | $3,706-58.5% | $3,332-53.8% |
| Admin fee / account holder | $26 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |