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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 | $8,689 |
DESIGNING BENEFITS INC1 year Service code 49 · EIN 20-2092379 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,333 | $55,002-75.8% | $59,878-77.7% | $56,287-76.3% |
| Participation rate | 95.7% | 75.9%+19.8pp | 74.7%+21.0pp | 69.9%+25.8pp |
| Annual return | -11.66% | 1.13%-12.8pp | 3.46%-15.1pp | -9.96%-1.7pp |
| Employer contribution / active EE | $2,009 | $2,448-17.9% | $2,722-26.2% | $2,111-4.8% |
| Participant deferral / active EE | $4,384 | $3,121+40.5% | $3,402+28.9% | $3,350+30.9% |
| Admin fee / account holder | $60 | $236-74.6% | $3,590-98.3% | $521-88.5% |