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 | $65,639 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $130,510 | $93,182+40.1% | $146,665-11.0% | $79,386+64.4% |
| Participation rate | 99.2% | 76.4%+22.8pp | 80.1%+19.1pp | 70.7%+28.5pp |
| Annual return | 12.57% | 21.61%-9.0pp | 22.74%-10.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,376 | $2,420-1.8% | $4,136-42.6% | $2,427-2.1% |
| Participant deferral / active EE | $9,502 | $4,169+127.9% | $5,506+72.6% | $4,046+134.9% |
| Admin fee / account holder | $400 | $585-31.6% | $10,280-96.1% | $626-36.1% |