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 |
|---|---|---|
RETIREMENT SERVICE GROUP INC2 years Service code 13 · EIN 37-1909306 | Contract Administrator | $2,475 |
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 | $85,448 | $79,171+7.9% | $102,423-16.6% | $74,495+14.7% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 13.38% | 54.93%-41.6pp | 29.32%-15.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,712 | $2,362+57.1% | $3,023+22.8% | $2,623+41.5% |
| Participant deferral / active EE | $8,981 | $4,415+103.4% | $5,053+77.7% | $4,346+106.7% |
| Admin fee / account holder | $15 | $2,001-99.2% | $9,451-99.8% | $1,942-99.2% |