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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 37 · EIN 04-2647786 | Loan Processing | $163,136 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
Filed as: HOLTHOUSE CARLIN VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $16,140 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $16,300 | $57,610-71.7% | $154,803-89.5% | $102,872-84.2% |
| Participation rate | 86.2% | 59.5%+26.8pp | 78.1%+8.1pp | 73.0%+13.2pp |
| Annual return | 18.53% | 30.49%-12.0pp | 58.88%-40.4pp | 19.06%-0.5pp |
| Employer contribution / active EE | $1 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $3,246 | $2,914+11.4% | $5,540-41.4% | $5,535-41.4% |
| Admin fee / account holder | $79 | $368-78.6% | $14,329-99.5% | $292-73.0% |