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 15 · EIN 30-0219031 | Recordkeeping | $15,665 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $927 |
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 | $15,868 | $47,977-66.9% | $154,107-89.7% | $56,287-71.8% |
| Participation rate | 78.6% | 66.2%+12.4pp | 83.0%-4.5pp | 69.9%+8.7pp |
| Annual return | -4.71% | 3.54%-8.3pp | 735.12%-739.8pp | -9.96%+5.2pp |
| Employer contribution / active EE | $876 | $2,169-59.6% | $5,298-83.5% | $2,111-58.5% |
| Participant deferral / active EE | $2,516 | $2,392+5.2% | $5,081-50.5% | $3,350-24.9% |
| Admin fee / account holder | $139 | $438-68.2% | $13,411-99.0% | $521-73.2% |