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 |
|---|---|---|
AMERICAN FUNDS1 year Service code 21 PO BOX 6040 · INDIANAPOLIS, IN 46206 | Bank Trustee | $5,212 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $24,443 | $35,183-30.5% | $73,545-66.8% | $70,131-65.1% |
| Participation rate | 78.2% | 42.9%+35.3pp | 54.9%+23.3pp | 69.5%+8.6pp |
| Annual return | 12.78% | 26.90%-14.1pp | -15.16%+27.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,418 | $709+241.2% | $1,219+98.4% | $2,342+3.2% |
| Participant deferral / active EE | $1,287 | $1,220+5.5% | $1,806-28.7% | $3,332-61.4% |
| Admin fee / account holder | $77 | $2,302-96.7% | $2,320-96.7% | $4,645-98.4% |