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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,507 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $21,344 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS PC Service code 13 · EIN 14-1624930 | Contract Administrator | $17,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,998 | $65,908-63.6% | $81,812-70.7% | $77,643-69.1% |
| Participation rate | 50.8% | 65.8%-15.0pp | 72.3%-21.6pp | 70.6%-19.8pp |
| Annual return | 29.17% | 26.64%+2.5pp | 773.79%-744.6pp | 31.24%-2.1pp |
| Employer contribution / active EE | $1,430 | $2,370-39.7% | $2,912-50.9% | $2,726-47.5% |
| Participant deferral / active EE | $2,582 | $3,505-26.3% | $4,319-40.2% | $4,647-44.4% |
| Admin fee / account holder | $133 | $526-74.8% | $7,386-98.2% | $430-69.2% |