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 4-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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS1+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $19,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,059 | $91,552-18.0% | $133,956-44.0% | $79,858-6.0% |
| Participation rate | 57.7% | 73.3%-15.7pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 10.29% | 61.85%-51.6pp | 45.09%-34.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,457 | $2,384-38.9% | $3,919-62.8% | $2,471-41.0% |
| Participant deferral / active EE | $3,093 | $3,733-17.2% | $5,048-38.7% | $3,740-17.3% |
| Admin fee / account holder | $283 | $6,321-95.5% | $8,927-96.8% | $5,306-94.7% |