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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,320 |
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 | $31,093 | $61,272-49.3% | $149,673-79.2% | $71,457-56.5% |
| Participation rate | 93.4% | 62.5%+30.9pp | 78.8%+14.6pp | 67.9%+25.5pp |
| Annual return | 13.56% | 35.85%-22.3pp | 134.42%-120.9pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,623 | $2,378-31.8% | $4,818-66.3% | $2,588-37.3% |
| Participant deferral / active EE | $2,620 | $2,917-10.2% | $5,680-53.9% | $4,289-38.9% |
| Admin fee / account holder | $10 | $1,261-99.2% | $13,210-99.9% | $1,587-99.4% |