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 41-0417830 | Contract Administrator | $1,086 |
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 | $65,425 | $72,277-9.5% | $101,248-35.4% | $79,858-18.1% |
| Participation rate | 79.8% | 68.5%+11.3pp | 75.8%+4.0pp | 69.6%+10.1pp |
| Annual return | 26.31% | 22.30%+4.0pp | 46.47%-20.2pp | 31.71%-5.4pp |
| Employer contribution / active EE | $3,192 | $2,692+18.6% | $3,660-12.8% | $2,471+29.2% |
| Participant deferral / active EE | $4,049 | $3,282+23.4% | $4,370-7.3% | $3,740+8.3% |
| Admin fee / account holder | $11 | $4,400-99.7% | $5,945-99.8% | $5,306-99.8% |