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 |
|---|---|---|
VERISIGHT, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,010 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,432 |
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).
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 | $28,088 | $74,498-62.3% | $94,224-70.2% | $59,188-52.5% |
| Participation rate | 86.3% | 76.8%+9.5pp | 78.8%+7.6pp | 69.4%+16.9pp |
| Annual return | -1.23% | 2.76%-4.0pp | 10.68%-11.9pp | 5.51%-6.7pp |
| Employer contribution / active EE | $1,326 | $2,077-36.2% | $3,587-63.0% | $2,098-36.8% |
| Participant deferral / active EE | $1,724 | $3,433-49.8% | $4,320-60.1% | $3,265-47.2% |
| Admin fee / account holder | $2 | $103-97.8% | $6,269-100.0% | $92-97.6% |