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 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $32,926 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $27,287 | $58,083-53.0% | $80,019-65.9% | $56,287-51.5% |
| Participation rate | 99.2% | 73.6%+25.6pp | 75.8%+23.4pp | 69.9%+29.4pp |
| Annual return | -3.65% | 34.61%-38.3pp | 11.22%-14.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,503 | $1,932-22.2% | $2,468-39.1% | $2,111-28.8% |
| Participant deferral / active EE | $4,043 | $3,135+29.0% | $3,686+9.7% | $3,350+20.7% |
| Admin fee / account holder | $194 | $623-68.9% | $6,521-97.0% | $521-62.8% |