See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $4,705 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $3,969 |
TRI-AD ACTUARIES, INC.2 years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 10 · EIN 31-1214674 | Accounting | $1,200 |
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 | $7,597 | $72,277-89.5% | $101,248-92.5% | $79,858-90.5% |
| Participation rate | 82.1% | 68.5%+13.6pp | 75.8%+6.3pp | 69.6%+12.5pp |
| Annual return | 19.02% | 22.30%-3.3pp | 46.47%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $629 | $2,692-76.6% | $3,660-82.8% | $2,471-74.5% |
| Participant deferral / active EE | $1,506 | $3,282-54.1% | $4,370-65.5% | $3,740-59.7% |
| Admin fee / account holder | $69 | $4,400-98.4% | $5,945-98.8% | $5,306-98.7% |