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 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 19 · EIN 51-0396365 | Securities Custodian | $1,938 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,559 | $46,173-51.1% | $170,442-86.8% | $69,631-67.6% |
| Participation rate | 93.8% | 63.9%+29.9pp | 83.6%+10.2pp | 70.7%+23.1pp |
| Annual return | 13.22% | 21.62%-8.4pp | 205.93%-192.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $1,676 | $1,610+4.1% | $5,433-69.2% | $2,032-17.5% |
| Participant deferral / active EE | $2,651 | $2,080+27.5% | $4,939-46.3% | $3,224-17.8% |
| Admin fee / account holder | $3 | $116-97.5% | $13,880-100.0% | $110-97.4% |