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 27 · EIN 59-2937883 | Advisory (Plan) | $32,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,586 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,730 | $58,655+95.6% | $91,989+24.7% | $65,185+76.0% |
| Participation rate | 96.4% | 75.3%+21.1pp | 78.6%+17.7pp | 70.2%+26.2pp |
| Annual return | 29.40% | 33.92%-4.5pp | 69.02%-39.6pp | 29.38%0pp |
| Employer contribution / active EE | $4,485 | $2,080+115.6% | $3,452+29.9% | $2,177+106.1% |
| Participant deferral / active EE | $9,850 | $5,474+79.9% | $5,923+66.3% | $3,514+180.3% |
| Admin fee / account holder | $325 | $434-25.3% | $7,743-95.8% | $847-61.7% |