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 8-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $39,631 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,284 | $106,028-79.0% | $146,958-84.8% | $77,643-71.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.95% | 56.73%-42.8pp | 418.34%-404.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,736 | $4,063-57.3% | $4,933-64.8% | $2,726-36.3% |
| Participant deferral / active EE | $2,994 | $7,990-62.5% | $8,070-62.9% | $4,647-35.6% |
| Admin fee / account holder | $98 | $337-71.1% | $12,998-99.2% | $430-77.3% |