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 13 · EIN 42-0127290 | Contract Administrator | $39,126 |
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 | $94,585 | $52,953+78.6% | $172,739-45.2% | $65,185+45.1% |
| Participation rate | 84.3% | 66.2%+18.1pp | 82.6%+1.6pp | 70.2%+14.1pp |
| Annual return | 20.15% | 30.12%-10.0pp | 802.84%-782.7pp | 29.38%-9.2pp |
| Employer contribution / active EE | $5,451 | $2,190+148.9% | $5,143+6.0% | $2,177+150.4% |
| Participant deferral / active EE | $6,497 | $2,471+163.0% | $5,198+25.0% | $3,514+84.9% |
| Admin fee / account holder | $199 | $472-57.9% | $13,954-98.6% | $847-76.6% |