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 |
|---|---|---|
ATCAPS PARTNERS LLC2 years Service code 27 · EIN 46-4840366 | Advisory (Plan) | $57,657 |
PRCA2 years Service code 15 · EIN 45-4208939 | Recordkeeping | $27,281 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,549 | $50,815-45.8% | $155,509-82.3% | $77,643-64.5% |
| Participation rate | 53.8% | 63.1%-9.3pp | 78.2%-24.4pp | 70.6%-16.8pp |
| Annual return | 12.95% | 34.80%-21.9pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,812 | $1,993-9.1% | $4,672-61.2% | $2,726-33.5% |
| Participant deferral / active EE | $2,650 | $2,822-6.1% | $5,626-52.9% | $4,647-43.0% |
| Admin fee / account holder | $352 | $437-19.4% | $15,912-97.8% | $430-18.3% |