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 | Finders' fees / placement fees; Accou... | $74,436 |
NATIONAL FINANCIAL SERVICES5+ years 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 | $83,862 | $95,542-12.2% | $69,455+20.7% | $67,579+24.1% |
| Participation rate | 94.8% | 79.4%+15.5pp | 74.6%+20.2pp | 71.3%+23.5pp |
| Annual return | 16.92% | 17.67%-0.8pp | 28.97%-12.1pp | 378.56%-361.6pp |
| Employer contribution / active EE | $2,683 | $2,989-10.2% | $2,779-3.5% | $2,148+24.9% |
| Participant deferral / active EE | $3,713 | $3,263+13.8% | $3,535+5.0% | $3,539+4.9% |
| Admin fee / account holder | $121 | $90+35.0% | $3,839-96.8% | $142-14.8% |