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 42-0127290 | Contract Administrator | $28,025 |
Filed as: PREMIER RETIREMENT SERVICES, INC. D Service code 13 | Contract Administrator | $12,657 |
Service code 13 · EIN 93-1327877 | Contract Administrator | $4,934 |
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 | $237,071 | $81,248+191.8% | $155,509+52.4% | $80,856+193.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.22% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,908 | $3,100+58.3% | $4,672+5.1% | $2,755+78.2% |
| Participant deferral / active EE | $7,485 | $3,452+116.9% | $5,626+33.0% | $4,296+74.2% |
| Admin fee / account holder | $272 | $7,997-96.6% | $15,912-98.3% | $6,918-96.1% |