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 4-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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $25,476 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,155 | $101,317-61.4% | $146,958-73.4% | $74,495-47.4% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 21.06% | 8730.91%-8709.8pp | 418.34%-397.3pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $5,827 | $3,810+52.9% | $4,933+18.1% | $2,623+122.1% |
| Participant deferral / active EE | $13,140 | $7,303+79.9% | $8,070+62.8% | $4,346+202.4% |
| Admin fee / account holder | $145 | $1,739-91.6% | $12,998-98.9% | $1,942-92.5% |