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 | $49,568 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,489 | $99,957-30.5% | $149,696-53.6% | $73,488-5.4% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.2pp | 70.7%+28.0pp |
| Annual return | 22.79% | 53.87%-31.1pp | 276.60%-253.8pp | 28.51%-5.7pp |
| Employer contribution / active EE | $4,258 | $3,191+33.4% | $4,644-8.3% | $2,270+87.6% |
| Participant deferral / active EE | $9,966 | $6,073+64.1% | $6,842+45.7% | $3,740+166.5% |
| Admin fee / account holder | $173 | $551-68.6% | $9,309-98.1% | $513-66.3% |