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 13 · EIN 42-0127290 | Contract Administrator | $328,929 |
Service code 13 · EIN 23-2773128 | Contract Administrator | $148,163 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $85,654 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,801 | $53,136-60.9% | $155,509-86.6% | $199,593-89.6% |
| Participation rate | 86.9% | 64.1%+22.8pp | 78.2%+8.7pp | 72.0%+14.9pp |
| Annual return | 22.24% | 41.15%-18.9pp | 64.67%-42.4pp | 34.25%-12.0pp |
| Employer contribution / active EE | $1,318 | $1,851-28.8% | $4,672-71.8% | $3,034-56.5% |
| Participant deferral / active EE | $3,287 | $3,161+4.0% | $5,626-41.6% | $5,087-35.4% |
| Admin fee / account holder | $130 | $185-30.1% | $15,912-99.2% | $269-51.8% |