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 8-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 99 · EIN 47-1411118 | Other Fees | $27,085 |
QUINTES ADM. AND INSURANCE3 years Filed as: QUINTES ADMINISTRATIVE AND INSURANC Service code 49 | Other Services | $9,096 |
QUINTES ADM. AND INSURANCE5 years Filed as: QUINTES FINANCIAL SERVICES, LLC Service code 49 · EIN 20-4319325 | Other Services | $0 |
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 | $50,792 | $55,415-8.3% | $155,509-67.3% | $74,495-31.8% |
| Participation rate | 75.0% | 61.9%+13.1pp | 78.2%-3.2pp | 67.2%+7.8pp |
| Annual return | 15.53% | 268.50%-253.0pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,567 | $2,267-30.9% | $4,672-66.5% | $2,623-40.3% |
| Participant deferral / active EE | $5,101 | $2,836+79.8% | $5,626-9.3% | $4,346+17.4% |
| Admin fee / account holder | $228 | $1,738-86.9% | $15,912-98.6% | $1,942-88.3% |