See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-1781113 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Contract Administrator | $6,228 |
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 | $43,460 | $44,425-2.2% | $67,834-35.9% | $55,167-21.2% |
| Participation rate | 98.1% | 59.7%+38.4pp | 68.8%+29.3pp | 69.0%+29.1pp |
| Annual return | 8.55% | 17.80%-9.3pp | 138.47%-129.9pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,306 | $1,351-3.3% | $2,403-45.6% | $1,963-33.4% |
| Participant deferral / active EE | $1,381 | $2,166-36.2% | $3,160-56.3% | $3,054-54.8% |
| Admin fee / account holder | $49 | $530-90.7% | $4,622-98.9% | $504-90.2% |