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 | $16,968 |
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 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 | $25,462 | $43,504-41.5% | $68,793-63.0% | $56,287-54.8% |
| Participation rate | 94.7% | 67.8%+26.8pp | 72.2%+22.4pp | 69.9%+24.8pp |
| Annual return | -2.66% | -3.15%+0.5pp | -4.63%+2.0pp | -9.96%+7.3pp |
| Employer contribution / active EE | $2,370 | $1,525+55.3% | $2,625-9.7% | $2,111+12.2% |
| Participant deferral / active EE | $4,346 | $2,509+73.2% | $3,311+31.2% | $3,350+29.7% |
| Admin fee / account holder | $99 | $515-80.8% | $5,131-98.1% | $521-81.1% |