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 8-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 | $39,654 |
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 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 | $50,703 | $89,652-43.4% | $141,162-64.1% | $65,185-22.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 30.63% | 32.79%-2.2pp | 71.39%-40.8pp | 29.38%+1.2pp |
| Employer contribution / active EE | $3,207 | $3,065+4.6% | $4,735-32.3% | $2,177+47.3% |
| Participant deferral / active EE | $9,639 | $5,691+69.4% | $6,709+43.7% | $3,514+174.3% |
| Admin fee / account holder | $141 | $569-75.3% | $10,261-98.6% | $847-83.4% |