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 37 · EIN 04-2647786 | Loan Processing | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,156 | $59,186-27.1% | $76,768-43.8% | $56,287-23.3% |
| Participation rate | 51.1% | 75.2%-24.1pp | 77.0%-25.8pp | 69.9%-18.7pp |
| Annual return | -5.55% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $974 | $1,759-44.6% | $2,485-60.8% | $2,111-53.9% |
| Participant deferral / active EE | $2,017 | $3,255-38.0% | $3,852-47.6% | $3,350-39.8% |
| Admin fee / account holder | $172 | $489-64.8% | $6,675-97.4% | $521-67.0% |