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 |
|---|---|---|
DECIMAL, INC.2 years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $15,770 |
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 | $33,125 | $100,801-67.1% | $149,696-77.9% | $73,409-54.9% |
| Participation rate | 70.5% | 77.7%-7.2pp | 82.5%-12.0pp | 72.2%-1.7pp |
| Annual return | 32.65% | 265.34%-232.7pp | 276.60%-244.0pp | 59.29%-26.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $10,083 | $6,404+57.4% | $6,842+47.4% | $3,805+165.0% |
| Admin fee / account holder | $72 | $181-60.1% | $9,309-99.2% | $158-54.3% |