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 7-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 | $16,816 |
ADP BROKER-DEALER1 year Filed as: ADP RETIREMENT SERVICES Service code 13 · EIN 37-6543784 | Contract Administrator | $8,381 |
Filed as: CARDINAL PENSION GROUP INC. Service code 49 · EIN 26-3253999 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,146 | $50,199-69.8% | $70,092-78.4% | $66,914-77.4% |
| Participation rate | 80.8% | 66.3%+14.4pp | 70.5%+10.3pp | 69.8%+11.0pp |
| Annual return | -11.10% | -13.85%+2.8pp | 190.73%-201.8pp | 1.58%-12.7pp |
| Employer contribution / active EE | $2,537 | $1,864+36.1% | $2,559-0.8% | $2,544-0.3% |
| Participant deferral / active EE | $4,082 | $3,112+31.2% | $3,849+6.1% | $4,237-3.7% |
| Admin fee / account holder | $147 | $600-75.4% | $6,267-97.6% | $593-75.2% |