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 |
|---|---|---|
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY, SUITE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $6,014 |
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 | $16,944 | $52,953-68.0% | $172,739-90.2% | $65,185-74.0% |
| Participation rate | 84.3% | 66.2%+18.1pp | 82.6%+1.7pp | 70.2%+14.1pp |
| Annual return | 28.46% | 30.12%-1.7pp | 802.84%-774.4pp | 29.38%-0.9pp |
| Employer contribution / active EE | $533 | $2,190-75.7% | $5,143-89.6% | $2,177-75.5% |
| Participant deferral / active EE | $3,977 | $2,471+61.0% | $5,198-23.5% | $3,514+13.2% |
| Admin fee / account holder | $102 | $472-78.3% | $13,954-99.3% | $847-87.9% |