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 | $17,590 |
COKER & PALMER1 year Service code 27 · EIN 64-0802631 | Advisory (Plan) | $11,695 |
THE HASLAUER GROUP, INC.4 years Service code 13 · EIN 72-1487108 | Contract Administrator | $5,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,637 | $60,776-16.7% | $85,682-40.9% | $79,386-36.2% |
| Participation rate | 47.7% | 62.1%-14.4pp | 69.9%-22.2pp | 70.7%-23.0pp |
| Annual return | 12.09% | 16.57%-4.5pp | 21.49%-9.4pp | 116.85%-104.8pp |
| Employer contribution / active EE | $2,476 | $1,663+48.9% | $2,618-5.4% | $2,427+2.0% |
| Participant deferral / active EE | $3,363 | $2,919+15.2% | $3,923-14.3% | $4,046-16.9% |
| Admin fee / account holder | $553 | $438+26.1% | $6,873-92.0% | $626-11.8% |