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 | $17,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $55,026 | $58,726-6.3% | $92,233-40.3% | $62,292-11.7% |
| Participation rate | 51.3% | 68.3%-17.0pp | 76.5%-25.2pp | 69.5%-18.2pp |
| Annual return | 19.35% | 43.62%-24.3pp | 176.28%-156.9pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,362 | $2,766-50.7% | $3,897-65.0% | $3,169-57.0% |
| Admin fee / account holder | $210 | $556-62.3% | $5,194-96.0% | $479-56.2% |