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 48-0912395 | Contract Administrator | $8,175 |
AMERITAS LIFE INSURANCE CORP4 years Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
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 | $33,650 | $73,404-54.2% | $87,100-61.4% | $67,579-50.2% |
| Participation rate | 95.5% | 80.9%+14.6pp | 76.9%+18.6pp | 71.3%+24.2pp |
| Annual return | 22.90% | 48.29%-25.4pp | 28.19%-5.3pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,584 | $2,014-21.3% | $2,521-37.2% | $2,148-26.2% |
| Participant deferral / active EE | $4,351 | $3,913+11.2% | $4,049+7.5% | $3,539+22.9% |
| Admin fee / account holder | $28 | $142-80.2% | $7,497-99.6% | $142-80.3% |