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 27 · EIN 35-2552359 | Advisory (Plan) | $23,275 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,925 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,282 | $95,803+22.4% | $113,168+3.6% | $84,808+38.3% |
| Participation rate | 98.9% | 72.9%+26.0pp | 76.6%+22.3pp | 68.3%+30.6pp |
| Annual return | 18.84% | 25.00%-6.2pp | 24.27%-5.4pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,596 | $2,360+10.0% | $2,975-12.7% | $2,631-1.3% |
| Participant deferral / active EE | $8,671 | $4,242+104.4% | $5,107+69.8% | $4,212+105.9% |
| Admin fee / account holder | $461 | $8,989-94.9% | $12,068-96.2% | $7,344-93.7% |