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 60 · EIN 04-2647786 | Sub-TA Fees | $1,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,687 | $99,957-30.3% | $149,696-53.4% | $73,488-5.2% |
| Participation rate | 69.2% | 75.7%-6.5pp | 82.5%-13.3pp | 70.7%-1.5pp |
| Annual return | 21.64% | 53.87%-32.2pp | 276.60%-255.0pp | 28.51%-6.9pp |
| Employer contribution / active EE | $1,272 | $3,191-60.1% | $4,644-72.6% | $2,270-44.0% |
| Participant deferral / active EE | $6,690 | $6,073+10.2% | $6,842-2.2% | $3,740+78.9% |
| Admin fee / account holder | $23 | $551-95.9% | $9,309-99.8% | $513-95.6% |