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 | $31,268 |
Service code 49 · EIN 52-2114207 | Other Services | $8,919 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,597 | $64,119-60.1% | $112,228-77.2% | $66,914-61.7% |
| Participation rate | 87.3% | 68.5%+18.8pp | 75.1%+12.2pp | 69.8%+17.5pp |
| Annual return | -19.64% | -13.81%-5.8pp | 27.45%-47.1pp | 1.58%-21.2pp |
| Employer contribution / active EE | $2,355 | $3,005-21.6% | $3,635-35.2% | $2,544-7.4% |
| Participant deferral / active EE | $5,297 | $3,693+43.4% | $4,728+12.0% | $4,237+25.0% |
| Admin fee / account holder | $223 | $625-64.3% | $6,410-96.5% | $593-62.4% |