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 15 · EIN 84-0467907 | Recordkeeping | $13,057 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,501 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $155,742 | $88,122+76.7% | $141,162+10.3% | $67,579+130.5% |
| Participation rate | 91.7% | 76.5%+15.2pp | 82.5%+9.2pp | 71.3%+20.4pp |
| Annual return | 1981.71% | 75.40%+1906.3pp | 71.39%+1910.3pp | 378.56%+1603.2pp |
| Employer contribution / active EE | $537 | $3,224-83.4% | $4,735-88.7% | $2,148-75.0% |
| Participant deferral / active EE | $6,669 | $5,958+11.9% | $6,709-0.6% | $3,539+88.4% |
| Admin fee / account holder | $52 | $131-60.3% | $10,261-99.5% | $142-63.4% |