See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 46801 | Contract Administrator | $7,108 |
Filed as: LONG AND ASSOCIATES PC Service code 27 8388 E 116TH ST STE A · FISHERS, IN 46038 | Advisory (Plan) | $5,925 |
Filed as: THE ROSE FINANCIAL GROUP Service code 15 · EIN 35-2130755 6602 E 75TH ST · INDIANAPOLIS, IN 46250 | Recordkeeping | $1,245 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,423 | $69,362-90.7% | $101,248-93.7% | $73,488-91.3% |
| Participation rate | 91.7% | 68.4%+23.3pp | 75.8%+15.9pp | 70.7%+21.0pp |
| Annual return | 9.48% | 18.46%-9.0pp | 46.47%-37.0pp | 28.51%-19.0pp |
| Employer contribution / active EE | $322 | $2,628-87.7% | $3,660-91.2% | $2,270-85.8% |
| Participant deferral / active EE | $789 | $3,300-76.1% | $4,370-82.0% | $3,740-78.9% |
| Admin fee / account holder | $130 | $704-81.6% | $5,945-97.8% | $513-74.7% |