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 13 · EIN 41-0417830 | Contract Administrator | $4,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,263 | $88,122-47.5% | $141,162-67.2% | $67,579-31.5% |
| Participation rate | 64.3% | 76.5%-12.2pp | 82.5%-18.2pp | 71.3%-7.0pp |
| Annual return | 25.50% | 75.40%-49.9pp | 71.39%-45.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $1,986 | $3,224-38.4% | $4,735-58.1% | $2,148-7.5% |
| Participant deferral / active EE | $4,228 | $5,958-29.0% | $6,709-37.0% | $3,539+19.5% |
| Admin fee / account holder | $8 | $131-93.9% | $10,261-99.9% | $142-94.3% |