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 | $31,172 |
Service code 27 · EIN 80-0067281 | Advisory (Plan) | $11,661 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,342 | $58,879-29.8% | $178,490-76.8% | $73,488-43.7% |
| Participation rate | 94.1% | 66.2%+27.8pp | 81.9%+12.1pp | 70.7%+23.4pp |
| Annual return | 8.06% | 24.86%-16.8pp | 151.07%-143.0pp | 28.51%-20.5pp |
| Employer contribution / active EE | $1,346 | $2,236-39.8% | $5,011-73.1% | $2,270-40.7% |
| Participant deferral / active EE | $3,260 | $2,567+27.0% | $5,202-37.3% | $3,740-12.8% |
| Admin fee / account holder | $247 | $400-38.2% | $13,984-98.2% | $513-51.8% |