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 37 · EIN 04-2647786 | Loan Processing | $26,306 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $19,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,448 | $37,426-26.7% | $77,482-64.6% | $79,858-65.6% |
| Participation rate | 85.5% | 41.5%+44.0pp | 54.2%+31.3pp | 69.6%+15.9pp |
| Annual return | 14.67% | 39.70%-25.0pp | 54.79%-40.1pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,146 | $637+80.0% | $986+16.2% | $2,471-53.6% |
| Participant deferral / active EE | $4,314 | $1,260+242.4% | $1,861+131.8% | $3,740+15.4% |
| Admin fee / account holder | $177 | $2,504-92.9% | $2,858-93.8% | $5,306-96.7% |