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 9-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 |
|---|---|---|
ASCENSUS LLC6 years Filed as: FORUSALL ADVISORS Service code 27 · EIN 46-1803145 | Advisory (Plan) | $115,929 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,265 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK RIMERMAN & CO LLP. Service code 10 DEPT. 880667 · PHOENIX, AZ 85038 | Accounting | $13,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,287 | $89,808-25.1% | $100,391-33.0% | $77,643-13.3% |
| Participation rate | 98.2% | 81.2%+17.0pp | 81.5%+16.7pp | 70.6%+27.6pp |
| Annual return | 16.00% | 20.62%-4.6pp | 49.20%-33.2pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,224 | $3,039+6.1% | $3,942-18.2% | $2,726+18.3% |
| Participant deferral / active EE | $22,049 | $8,284+166.2% | $8,082+172.8% | $4,647+374.5% |
| Admin fee / account holder | $349 | $174+100.3% | $7,899-95.6% | $430-18.9% |