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 6-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 | $58,510 |
Service code 49 · EIN 74-2794194 | Other Services | $32,549 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,427 | $60,022+107.3% | $88,946+39.9% | $84,808+46.7% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 24.31% | 22.43%+1.9pp | 57.82%-33.5pp | 40.90%-16.6pp |
| Employer contribution / active EE | $2,865 | $1,703+68.3% | $2,555+12.1% | $2,631+8.9% |
| Participant deferral / active EE | $11,012 | $3,114+253.6% | $4,581+140.4% | $4,212+161.5% |
| Admin fee / account holder | $488 | $4,811-89.9% | $8,261-94.1% | $7,344-93.4% |