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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.
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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 15 · EIN 13-3689044 | Recordkeeping | $29,406 |
BOURGEOIS BENNETT LLC1 year Service code 10 · EIN 72-0136870 | Accounting | $22,000 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 | Insurance Broker | $8,947 |
THE HASLAUER GROUP, INC.5 years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $2,768 |
Filed as: MML INVESTOR SERVICES LLC Service code 22 · EIN 04-1590850 | Insurance Broker | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,215 | $49,915-37.5% | $154,803-79.8% | $74,304-58.0% |
| Participation rate | 65.4% | 54.0%+11.5pp | 78.1%-12.6pp | 60.3%+5.1pp |
| Annual return | 13.09% | 34.06%-21.0pp | 58.88%-45.8pp | 29.43%-16.3pp |
| Employer contribution / active EE | $961 | $1,611-40.3% | $4,305-77.7% | $2,241-57.1% |
| Participant deferral / active EE | $2,993 | $2,255+32.7% | $5,540-46.0% | $3,767-20.6% |
| Admin fee / account holder | $459 | $2,189-79.0% | $14,329-96.8% | $2,969-84.5% |