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 | $6,102 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,304 | $63,924-71.4% | $108,579-83.1% | $55,167-66.8% |
| Participation rate | 95.1% | 74.3%+20.8pp | 79.6%+15.5pp | 69.0%+26.1pp |
| Annual return | 35.54% | 15.31%+20.2pp | -51.70%+87.2pp | 169.23%-133.7pp |
| Employer contribution / active EE | $1,922 | $1,879+2.3% | $3,758-48.9% | $1,963-2.1% |
| Participant deferral / active EE | $2,222 | $3,067-27.5% | $4,311-48.5% | $3,054-27.2% |
| Admin fee / account holder | $24 | $618-96.0% | $7,645-99.7% | $504-95.2% |