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 |
|---|---|---|
Filed as: INTELLICENTS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $7,616 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,019 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,463 | $84,487-61.6% | $125,339-74.1% | $66,914-51.5% |
| Participation rate | 74.1% | 76.4%-2.3pp | 82.4%-8.2pp | 69.8%+4.3pp |
| Annual return | -13.34% | -8.39%-4.9pp | 572.05%-585.4pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,463 | $3,553-30.7% | $4,814-48.8% | $2,544-3.2% |
| Participant deferral / active EE | $4,149 | $6,781-38.8% | $7,446-44.3% | $4,237-2.1% |
| Admin fee / account holder | $88 | $685-87.1% | $10,010-99.1% | $593-85.1% |