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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 27 · EIN 26-0058143 | Advisory (Plan) | $40,757 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,374 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,693 | $67,703-32.5% | $127,761-64.2% | $65,185-29.9% |
| Participation rate | 92.8% | 74.5%+18.3pp | 79.0%+13.8pp | 70.2%+22.6pp |
| Annual return | 18.56% | 24.36%-5.8pp | 26.14%-7.6pp | 29.38%-10.8pp |
| Employer contribution / active EE | $535 | $3,724-85.6% | $4,574-88.3% | $2,177-75.4% |
| Participant deferral / active EE | $3,589 | $4,787-25.0% | $6,021-40.4% | $3,514+2.1% |
| Admin fee / account holder | $244 | $618-60.6% | $9,395-97.4% | $847-71.2% |