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 42-0127290 | Contract Administrator | $20,383 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS Service code 27 · EIN 06-1367288 | Advisory (Plan) | $15,727 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,048 | $73,638-47.0% | $95,952-59.3% | $73,488-46.9% |
| Participation rate | 81.3% | 76.2%+5.1pp | 77.1%+4.2pp | 70.7%+10.6pp |
| Annual return | 15.61% | 16.78%-1.2pp | 91.61%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $792 | $1,863-57.5% | $2,541-68.8% | $2,270-65.1% |
| Participant deferral / active EE | $2,298 | $3,617-36.5% | $4,167-44.9% | $3,740-38.6% |
| Admin fee / account holder | $358 | $482-25.8% | $6,795-94.7% | $513-30.3% |