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 9-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 35-0145825 | Recordkeeping | $11,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,051 | $46,732-55.0% | $156,549-86.6% | $55,167-61.8% |
| Participation rate | 78.0% | 65.8%+12.2pp | 84.0%-6.1pp | 69.0%+9.0pp |
| Annual return | 6.74% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $722 | $2,105-65.7% | $5,501-86.9% | $1,963-63.2% |
| Participant deferral / active EE | $1,434 | $2,204-34.9% | $4,871-70.6% | $3,054-53.0% |
| Admin fee / account holder | $13 | $418-96.8% | $13,027-99.9% | $504-97.4% |