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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.
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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 35-0145825 | Recordkeeping | $6,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $55,433 | $46,173+20.1% | $170,442-67.5% | $69,631-20.4% |
| Participation rate | 7.1% | 63.9%-56.8pp | 83.6%-76.5pp | 70.7%-63.5pp |
| Annual return | 20.33% | 21.62%-1.3pp | 205.93%-185.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $385 | $1,610-76.1% | $5,433-92.9% | $2,032-81.1% |
| Participant deferral / active EE | $384 | $2,080-81.6% | $4,939-92.2% | $3,224-88.1% |
| Admin fee / account holder | $2 | $116-98.5% | $13,880-100.0% | $110-98.4% |