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 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $650 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $350 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,634 | $73,867-70.7% | $143,757-85.0% | $68,494-68.4% |
| Participation rate | 82.1% | 66.7%+15.4pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -17.00% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,815 | $3,184-43.0% | $4,951-63.3% | $2,596-30.1% |
| Participant deferral / active EE | $1,569 | $3,384-53.7% | $5,637-72.2% | $4,027-61.1% |
| Admin fee / account holder | $255 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |