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 |
|---|---|---|
CLIFTON LUPFORD HARDISON AND PARKER3 years Service code 10 · EIN 58-2253342 | Accounting | $19,924 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,185 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $2,572 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,949 | $52,293-35.1% | $178,490-81.0% | $73,409-53.8% |
| Participation rate | 78.1% | 65.3%+12.7pp | 81.9%-3.8pp | 72.2%+5.9pp |
| Annual return | 28.51% | 34.75%-6.2pp | 151.07%-122.6pp | 59.29%-30.8pp |
| Employer contribution / active EE | $1,684 | $1,735-3.0% | $5,011-66.4% | $2,234-24.6% |
| Participant deferral / active EE | $3,138 | $2,332+34.6% | $5,202-39.7% | $3,805-17.5% |
| Admin fee / account holder | $58 | $127-54.3% | $13,984-99.6% | $158-63.1% |