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 | $49,880 |
FIRST WESTERN TRUST BANK2 years Service code 27 · EIN 27-0083757 | Advisory (Plan) | $23,970 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,221 | $75,388-86.4% | $123,544-91.7% | $55,725-81.7% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.3%+16.0pp | 70.9%+27.4pp |
| Annual return | -1.54% | 4.48%-6.0pp | 119.20%-120.7pp | 244.93%-246.5pp |
| Employer contribution / active EE | $1,242 | $3,063-59.4% | $4,628-73.2% | $2,078-40.2% |
| Participant deferral / active EE | $4,022 | $5,651-28.8% | $6,426-37.4% | $3,356+19.9% |
| Admin fee / account holder | $110 | $120-8.5% | $9,284-98.8% | $115-4.9% |