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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.
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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 | $760 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $48,167 | $50,385-4.4% | $75,670-36.3% | $62,292-22.7% |
| Participation rate | 15.8% | 67.7%-51.9pp | 72.3%-56.5pp | 69.5%-53.7pp |
| Annual return | 16.26% | 19.90%-3.6pp | 27.34%-11.1pp | 28.90%-12.6pp |
| Employer contribution / active EE | $442 | $1,537-71.3% | $2,352-81.2% | $2,042-78.4% |
| Participant deferral / active EE | $942 | $2,445-61.5% | $3,142-70.0% | $3,169-70.3% |
| Admin fee / account holder | $28 | $384-92.6% | $5,800-99.5% | $479-94.1% |