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 |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $9,400 |
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 | $33,868 | $91,407-62.9% | $135,903-75.1% | $71,457-52.6% |
| Participation rate | 83.9% | 75.7%+8.2pp | 81.9%+2.0pp | 67.9%+16.0pp |
| Annual return | 61.82% | 29.90%+31.9pp | 68.23%-6.4pp | 28.85%+33.0pp |
| Employer contribution / active EE | $3,590 | $3,703-3.1% | $4,856-26.1% | $2,588+38.8% |
| Participant deferral / active EE | $6,478 | $7,092-8.7% | $7,758-16.5% | $4,289+51.0% |
| Admin fee / account holder | $55 | $1,266-95.7% | $10,762-99.5% | $1,587-96.5% |