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 15 · EIN 01-0233346 | Recordkeeping | $1,567 |
Filed as: BENEFIT PLANS PLUS Service code 15 11701 BORMAN DR · ST. LOUIS, MO 63146 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,351 | $99,957-56.6% | $149,696-71.0% | $73,488-41.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.52% | 53.87%-35.4pp | 276.60%-258.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $2,663 | $3,191-16.6% | $4,644-42.7% | $2,270+17.3% |
| Participant deferral / active EE | $4,717 | $6,073-22.3% | $6,842-31.1% | $3,740+26.1% |
| Admin fee / account holder | $267 | $551-51.6% | $9,309-97.1% | $513-48.0% |