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 4-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 | $6,999 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,489 | $102,317-91.7% | $146,958-94.2% | $80,856-89.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 14.39% | 134.76%-120.4pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,207 | $3,713-40.6% | $4,933-55.3% | $2,755-19.9% |
| Participant deferral / active EE | $3,901 | $6,644-41.3% | $8,070-51.7% | $4,296-9.2% |
| Admin fee / account holder | $48 | $7,941-99.4% | $12,998-99.6% | $6,918-99.3% |