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 13 · EIN 06-1050034 | Contract Administrator | $39,031 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,510 | $91,517-54.6% | $101,248-59.0% | $73,409-43.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 9.79% | 17.17%-7.4pp | 46.47%-36.7pp | 59.29%-49.5pp |
| Employer contribution / active EE | $3,718 | $2,877+29.2% | $3,660+1.6% | $2,234+66.4% |
| Participant deferral / active EE | $3,464 | $3,338+3.8% | $4,370-20.7% | $3,805-9.0% |
| Admin fee / account holder | $116 | $216-46.3% | $5,945-98.1% | $158-26.6% |