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 | $10,659 |
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).
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 | $23,001 | $50,385-54.3% | $75,670-69.6% | $62,292-63.1% |
| Participation rate | 90.3% | 67.7%+22.6pp | 72.3%+17.9pp | 69.5%+20.7pp |
| Annual return | 16.32% | 19.90%-3.6pp | 27.34%-11.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,975 | $1,537+28.5% | $2,352-16.0% | $2,042-3.3% |
| Participant deferral / active EE | $3,281 | $2,445+34.2% | $3,142+4.4% | $3,169+3.5% |
| Admin fee / account holder | $72 | $384-81.3% | $5,800-98.8% | $479-85.0% |