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 | $26,752 |
ASCENSUS LLC3 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $10,817 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,317 | $46,292-90.7% | $143,757-97.0% | $64,808-93.3% |
| Participation rate | 90.5% | 64.2%+26.3pp | 80.3%+10.2pp | 71.5%+19.1pp |
| Annual return | -15.65% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,747 | $2,646-34.0% | $5,637-69.0% | $4,310-59.5% |
| Admin fee / account holder | $115 | $154-25.3% | $14,673-99.2% | $188-38.8% |