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 60 · EIN 04-2647786 | Sub-TA Fees | $3,069 |
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 | $22,855 | $54,229-57.9% | $70,092-67.4% | $68,494-66.6% |
| Participation rate | 86.6% | 64.5%+22.1pp | 70.5%+16.1pp | 67.9%+18.7pp |
| Annual return | 8.36% | -13.87%+22.2pp | 190.73%-182.4pp | -7.84%+16.2pp |
| Employer contribution / active EE | $6,972 | $2,018+245.5% | $2,559+172.5% | $2,596+168.6% |
| Participant deferral / active EE | $13,534 | $2,956+357.9% | $3,849+251.6% | $4,027+236.1% |
| Admin fee / account holder | $35 | $4,694-99.3% | $6,267-99.4% | $5,403-99.4% |