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 |
|---|---|---|
GEN FINANCIAL MANAGEMENT7 years Service code 27 10810 OLD COUNTY ROAD 15 · PLYMOUTH, MN 55441 | Advisory (Plan) | $37,982 |
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 | $33,722 | $60,323-44.1% | $81,812-58.8% | $74,495-54.7% |
| Participation rate | 73.4% | 62.9%+10.5pp | 72.3%+1.0pp | 67.2%+6.2pp |
| Annual return | 14.86% | 16.90%-2.0pp | 773.79%-758.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,440 | $3,387-28.0% | $4,319-43.5% | $4,346-43.9% |
| Admin fee / account holder | $156 | $1,486-89.5% | $7,386-97.9% | $1,942-92.0% |