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 | $30,406 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $10,568 |
Filed as: REA & ASSOCIATES Service code 13 · EIN 34-1310124 | Contract Administrator | $2,319 |
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 | $31,008 | $70,908-56.3% | $98,907-68.6% | $73,488-57.8% |
| Participation rate | 92.1% | 73.8%+18.3pp | 76.0%+16.1pp | 70.7%+21.4pp |
| Annual return | 6.38% | 34.17%-27.8pp | 196.43%-190.0pp | 28.51%-22.1pp |
| Employer contribution / active EE | $1,444 | $2,036-29.1% | $2,689-46.3% | $2,270-36.4% |
| Participant deferral / active EE | $2,167 | $3,500-38.1% | $4,244-48.9% | $3,740-42.1% |
| Admin fee / account holder | $183 | $535-65.8% | $6,642-97.2% | $513-64.3% |