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 37 · EIN 04-2647786 | Loan Processing | $13,565 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
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).
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 | $25,043 | $73,404-65.9% | $87,100-71.2% | $67,579-62.9% |
| Participation rate | 39.7% | 80.9%-41.1pp | 76.9%-37.1pp | 71.3%-31.5pp |
| Annual return | 20.67% | 48.29%-27.6pp | 28.19%-7.5pp | 378.56%-357.9pp |
| Employer contribution / active EE | $781 | $2,014-61.2% | $2,521-69.0% | $2,148-63.6% |
| Participant deferral / active EE | $1,251 | $3,913-68.0% | $4,049-69.1% | $3,539-64.6% |
| Admin fee / account holder | $85 | $142-39.7% | $7,497-98.9% | $142-40.0% |