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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 |
|---|---|---|
VERISIGHT, INC.1 year Service code 13 · EIN 27-2037969 1601 RIVER DRIVE · MOLINE, IL 61265 | Contract Administrator | $6,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,025 | $67,606-63.0% | $82,313-69.6% | $70,131-64.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.36% | 21.57%-14.2pp | 25.88%-18.5pp | 73.14%-65.8pp |
| Employer contribution / active EE | $2,373 | $1,755+35.2% | $2,428-2.3% | $2,342+1.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $58 | $4,512-98.7% | $5,608-99.0% | $4,645-98.8% |