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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 13 · EIN 35-1140070 | Contract Administrator | $11,257 |
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 | $54,521 | $55,002-0.9% | $59,878-8.9% | $56,287-3.1% |
| Participation rate | 80.5% | 75.9%+4.6pp | 74.7%+5.8pp | 69.9%+10.7pp |
| Annual return | -5.94% | 1.13%-7.1pp | 3.46%-9.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,926 | $2,448+19.5% | $2,722+7.5% | $2,111+38.6% |
| Participant deferral / active EE | $3,605 | $3,121+15.5% | $3,402+6.0% | $3,350+7.6% |
| Admin fee / account holder | $17 | $236-93.0% | $3,590-99.5% | $521-96.8% |