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 15 · EIN 35-0145825 | Recordkeeping | $45,473 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $9,863 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,085 | $48,576+34.0% | $169,463-61.6% | $56,287+15.6% |
| Participation rate | 97.9% | 65.8%+32.1pp | 77.8%+20.1pp | 69.9%+28.1pp |
| Annual return | -7.65% | -2.51%-5.1pp | 1.83%-9.5pp | -9.96%+2.3pp |
| Employer contribution / active EE | $2,516 | $1,559+61.4% | $4,159-39.5% | $2,111+19.2% |
| Participant deferral / active EE | $7,530 | $3,275+129.9% | $5,277+42.7% | $3,350+124.8% |
| Admin fee / account holder | $56 | $435-87.1% | $9,109-99.4% | $521-89.2% |