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 9-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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,517 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,406 | $95,416-65.0% | $185,823-82.0% | $85,850-61.1% |
| Participation rate | 81.6% | 68.8%+12.8pp | 81.7%-0.1pp | 69.3%+12.3pp |
| Annual return | 24.74% | 23.59%+1.2pp | 122.05%-97.3pp | 318.53%-293.8pp |
| Employer contribution / active EE | $987 | $3,314-70.2% | $5,167-80.9% | $2,565-61.5% |
| Participant deferral / active EE | $3,212 | $3,423-6.2% | $5,568-42.3% | $3,952-18.7% |
| Admin fee / account holder | $137 | $7,213-98.1% | $16,237-99.2% | $6,260-97.8% |