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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,576 |
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 | $26,211 | $51,620-49.2% | $90,281-71.0% | $65,185-59.8% |
| Participation rate | 79.4% | 68.6%+10.8pp | 73.3%+6.2pp | 70.2%+9.2pp |
| Annual return | 22.26% | 24.94%-2.7pp | 78.10%-55.8pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,299 | $2,235-41.9% | $2,854-54.5% | $2,177-40.3% |
| Participant deferral / active EE | $2,871 | $2,8710% | $3,885-26.1% | $3,514-18.3% |
| Admin fee / account holder | $45 | $384-88.2% | $5,351-99.2% | $847-94.6% |