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 42-0127290 | Contract Administrator | $421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,811 | $65,322-54.4% | $70,449-57.7% | $73,488-59.4% |
| Participation rate | 34.6% | 77.0%-42.3pp | 75.1%-40.4pp | 70.7%-36.0pp |
| Annual return | 31.57% | 15.71%+15.9pp | 109.03%-77.5pp | 28.51%+3.1pp |
| Employer contribution / active EE | $735 | $2,460-70.1% | $2,737-73.1% | $2,270-67.6% |
| Participant deferral / active EE | $1,348 | $3,375-60.1% | $3,709-63.6% | $3,740-63.9% |
| Admin fee / account holder | $11 | $214-94.9% | $3,845-99.7% | $513-97.9% |