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 7-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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 12 · EIN 23-1945930 | Claims processing; Recordkeeping and ... | $8,039 |
INTAC ACTUARIAL SERVICES1 year Service code 15 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $1,200 |
ASCENSUS LLC1 year Service code 28 · EIN 11-3665754 | Investment Management | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,261 | $111,608-49.6% | $177,821-68.4% | $73,409-23.4% |
| Participation rate | 96.4% | 87.9%+8.5pp | 87.7%+8.6pp | 72.2%+24.2pp |
| Annual return | 61.84% | 18.23%+43.6pp | 48.32%+13.5pp | 59.29%+2.5pp |
| Employer contribution / active EE | $8,598 | $3,796+126.5% | $5,918+45.3% | $2,234+284.9% |
| Participant deferral / active EE | $16,084 | $6,199+159.5% | $7,714+108.5% | $3,805+322.7% |
| Admin fee / account holder | $30 | $166-81.6% | $12,427-99.8% | $158-80.8% |