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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 15 · EIN 13-3689044 | Recordkeeping | $19,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $79,770 | $98,750-19.2% | $149,696-46.7% | $79,858-0.1% |
| Participation rate | 23.2% | 75.8%-52.6pp | 82.5%-59.3pp | 69.6%-46.5pp |
| Annual return | 15.30% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $856 | $3,216-73.4% | $4,644-81.6% | $2,471-65.4% |
| Participant deferral / active EE | $1,993 | $5,680-64.9% | $6,842-70.9% | $3,740-46.7% |
| Admin fee / account holder | $820 | $6,053-86.5% | $9,309-91.2% | $5,306-84.6% |