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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 | $72,202 |
Service code 27 · EIN 62-1518255 | Advisory (Plan) | $42,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,183 | $60,989+15.1% | $60,874+15.3% | $66,914+4.9% |
| Participation rate | 81.6% | 74.5%+7.1pp | 73.1%+8.4pp | 69.8%+11.8pp |
| Annual return | -17.75% | -9.60%-8.1pp | 16.90%-34.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,198 | $2,661-17.4% | $2,701-18.6% | $2,544-13.6% |
| Participant deferral / active EE | $6,122 | $3,615+69.4% | $3,817+60.4% | $4,237+44.5% |
| Admin fee / account holder | $523 | $338+54.6% | $3,224-83.8% | $593-11.8% |