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 14 · EIN 34-1781113 | Plan Administrator | $12,282 |
HD DAVIS CPAS, LLC3 years Service code 10 · EIN 45-2908935 | Accounting | $8,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,711 | $65,376-74.4% | $87,100-80.8% | $65,185-74.4% |
| Participation rate | 74.8% | 75.3%-0.5pp | 76.9%-2.0pp | 70.2%+4.6pp |
| Annual return | 19.29% | 31.27%-12.0pp | 28.19%-8.9pp | 29.38%-10.1pp |
| Employer contribution / active EE | $871 | $1,822-52.2% | $2,521-65.5% | $2,177-60.0% |
| Participant deferral / active EE | $1,669 | $3,388-50.7% | $4,049-58.8% | $3,514-52.5% |
| Admin fee / account holder | $155 | $520-70.2% | $7,497-97.9% | $847-81.7% |