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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 10-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 06-1050034 | Contract Administrator | $149,318 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $57,876 |
FARBER HASS HURLEY LLP8+ years Filed as: FARBER HAAS HURLEY, LLP Service code 10 · EIN 20-4207759 | Accounting | $18,572 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,960 | $136,266-77.3% | $90,749-65.9% | $77,904-60.3% |
| Participation rate | 100.0% | 86.6%+13.4pp | 75.7%+24.3pp | 73.7%+26.3pp |
| Annual return | -14.90% | -11.32%-3.6pp | -12.16%-2.7pp | 12.21%-27.1pp |
| Employer contribution / active EE | $135 | $4,215-96.8% | $2,921-95.4% | $2,848-95.2% |
| Participant deferral / active EE | $4,625 | $6,353-27.2% | $4,564+1.3% | $4,806-3.8% |
| Admin fee / account holder | $86 | $399-78.5% | $8,445-99.0% | $133-35.4% |