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 | $19,605 |
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 | $23,094 | $91,190-74.7% | $178,490-87.1% | $79,858-71.1% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 11.76% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,994 | $3,256-38.7% | $5,011-60.2% | $2,471-19.3% |
| Participant deferral / active EE | $3,052 | $3,236-5.7% | $5,202-41.3% | $3,740-18.4% |
| Admin fee / account holder | $263 | $6,751-96.1% | $13,984-98.1% | $5,306-95.0% |