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 9-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 15 · EIN 13-3689044 | Recordkeeping | $3,119 |
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 | $44,503 | $155,795-71.4% | $136,294-67.3% | $69,631-36.1% |
| Participation rate | 81.9% | 75.2%+6.6pp | 81.9%0pp | 70.7%+11.2pp |
| Annual return | 20.85% | 232464.33%-232443.5pp | 5155.94%-5135.1pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,573 | $2,991-47.4% | $4,695-66.5% | $2,032-22.6% |
| Participant deferral / active EE | $4,780 | $5,394-11.4% | $6,247-23.5% | $3,224+48.3% |
| Admin fee / account holder | $46 | $128-63.8% | $9,243-99.5% | $110-58.0% |