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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 18 · EIN 16-1503696 | Participant loan processing; Distribu... | $36,699 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,046 | $52,953-60.3% | $172,739-87.8% | $65,185-67.7% |
| Participation rate | 87.4% | 66.2%+21.2pp | 82.6%+4.8pp | 70.2%+17.2pp |
| Annual return | 24.79% | 30.12%-5.3pp | 802.84%-778.1pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,306 | $2,190-40.4% | $5,143-74.6% | $2,177-40.0% |
| Participant deferral / active EE | $2,466 | $2,471-0.2% | $5,198-52.6% | $3,514-29.8% |
| Admin fee / account holder | $237 | $472-49.8% | $13,954-98.3% | $847-72.0% |