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 9-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 |
|---|---|---|
COHNREZNICK LLP3 years Service code 15 · EIN 22-1478099 | Recordkeeping | $20,200 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,950 |
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).
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 | $25,485 | $88,122-71.1% | $141,162-81.9% | $67,579-62.3% |
| Participation rate | 73.9% | 76.5%-2.6pp | 82.5%-8.6pp | 71.3%+2.6pp |
| Annual return | 53.88% | 75.40%-21.5pp | 71.39%-17.5pp | 378.56%-324.7pp |
| Employer contribution / active EE | $1,353 | $3,224-58.1% | $4,735-71.4% | $2,148-37.0% |
| Participant deferral / active EE | $5,267 | $5,958-11.6% | $6,709-21.5% | $3,539+48.8% |
| Admin fee / account holder | $71 | $131-45.6% | $10,261-99.3% | $142-49.9% |