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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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,070 |
THE MANDMARBLESTONE GROUP LLC1+ years Service code 49 · EIN 20-4780677 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,888 | $52,884-26.5% | $84,750-54.1% | $55,167-29.5% |
| Participation rate | 45.8% | 67.5%-21.7pp | 76.6%-30.8pp | 69.0%-23.2pp |
| Annual return | 6.92% | 18.03%-11.1pp | 22.78%-15.9pp | 169.23%-162.3pp |
| Employer contribution / active EE | $750 | $2,233-66.4% | $3,574-79.0% | $1,963-61.8% |
| Participant deferral / active EE | $1,905 | $2,644-28.0% | $3,712-48.7% | $3,054-37.6% |
| Admin fee / account holder | $239 | $581-58.9% | $5,332-95.5% | $504-52.6% |