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 15 · EIN 13-3689044 | Recordkeeping | $9,259 |
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).
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 | $19,311 | $58,512-67.0% | $84,015-77.0% | $72,985-73.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 35.67% | 28.93%+6.7pp | 71.31%-35.6pp | 81.00%-45.3pp |
| Employer contribution / active EE | $1,316 | $1,163+13.2% | $1,983-33.6% | $2,440-46.1% |
| Participant deferral / active EE | $2,220 | $2,394-7.2% | $3,239-31.4% | $3,607-38.4% |
| Admin fee / account holder | $113 | $4,569-97.5% | $6,101-98.2% | $5,124-97.8% |