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 5-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 | $1,794 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,259 | $98,750-68.3% | $149,696-79.1% | $79,858-60.9% |
| Participation rate | 51.0% | 75.8%-24.8pp | 82.5%-31.5pp | 69.6%-18.6pp |
| Annual return | 23.11% | 27.43%-4.3pp | 276.60%-253.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,908 | $3,216-40.7% | $4,644-58.9% | $2,471-22.8% |
| Participant deferral / active EE | $3,890 | $5,680-31.5% | $6,842-43.1% | $3,740+4.0% |
| Admin fee / account holder | $131 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |