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 | $2,677 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,198 | $58,851-40.2% | $115,157-69.4% | $72,985-51.8% |
| Participation rate | 72.4% | 65.5%+6.9pp | 75.9%-3.5pp | 69.5%+2.9pp |
| Annual return | 13.11% | 23.16%-10.0pp | 35.60%-22.5pp | 81.00%-67.9pp |
| Employer contribution / active EE | $1,672 | $1,798-7.0% | $3,179-47.4% | $2,440-31.5% |
| Participant deferral / active EE | $3,229 | $2,643+22.2% | $4,168-22.5% | $3,607-10.5% |
| Admin fee / account holder | $37 | $6,370-99.4% | $7,088-99.5% | $5,124-99.3% |