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 | $44,412 |
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 | $89,284 | $58,879+51.6% | $178,490-50.0% | $73,488+21.5% |
| Participation rate | 90.7% | 66.2%+24.5pp | 81.9%+8.8pp | 70.7%+20.0pp |
| Annual return | 12.77% | 24.86%-12.1pp | 151.07%-138.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $3,666 | $2,236+64.0% | $5,011-26.8% | $2,270+61.5% |
| Participant deferral / active EE | $6,126 | $2,567+138.6% | $5,202+17.8% | $3,740+63.8% |
| Admin fee / account holder | $186 | $400-53.6% | $13,984-98.7% | $513-63.8% |