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 37 · EIN 04-2647786 | Loan Processing | $11,144 |
S L REED & COMPANY1 year Service code 55 · EIN 95-4569995 | Other Commissions | $7,116 |
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 | $19,950 | $73,102-72.7% | $123,544-83.9% | $56,287-64.6% |
| Participation rate | 92.5% | 74.3%+18.2pp | 82.3%+10.3pp | 69.9%+22.7pp |
| Annual return | -4.62% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $3,237 | $2,977+8.7% | $4,628-30.0% | $2,111+53.3% |
| Participant deferral / active EE | $8,366 | $5,423+54.3% | $6,426+30.2% | $3,350+149.8% |
| Admin fee / account holder | $59 | $554-89.4% | $9,284-99.4% | $521-88.7% |