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 | $63,998 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,640 | $102,204-36.8% | $145,661-55.6% | $85,563-24.5% |
| Participation rate | 96.7% | 70.6%+26.1pp | 77.2%+19.4pp | 66.0%+30.7pp |
| Annual return | 17.74% | 16.68%+1.1pp | 101.46%-83.7pp | 31.51%-13.8pp |
| Employer contribution / active EE | $1,635 | $3,600-54.6% | $4,238-61.4% | $2,654-38.4% |
| Participant deferral / active EE | $4,962 | $5,729-13.4% | $7,198-31.1% | $4,375+13.4% |
| Admin fee / account holder | $131 | $647-79.8% | $12,466-99.0% | $834-84.3% |