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 | $15,939 |
TRUTINA FINANCIAL1 year Filed as: TRUTINA FINANCIAL LLC Service code 27 · EIN 47-0995939 | Advisory (Plan) | $11,057 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $9,381 |
TRUTINA FINANCIAL1 year Service code 27 · EIN 26-3558674 | Advisory (Plan) | $5,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,945 | $58,879-6.7% | $178,490-69.2% | $73,488-25.2% |
| Participation rate | 54.2% | 66.2%-12.0pp | 81.9%-27.7pp | 70.7%-16.5pp |
| Annual return | 13.19% | 24.86%-11.7pp | 151.07%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,702 | $2,236+20.8% | $5,011-46.1% | $2,270+19.0% |
| Participant deferral / active EE | $2,911 | $2,567+13.4% | $5,202-44.0% | $3,740-22.2% |
| Admin fee / account holder | $442 | $400+10.3% | $13,984-96.8% | $513-13.9% |