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 10-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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $975 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,779 | $65,041-57.3% | $90,951-69.5% | $79,858-65.2% |
| Participation rate | 76.3% | 61.6%+14.7pp | 69.0%+7.3pp | 69.6%+6.7pp |
| Annual return | 10.60% | 30.45%-19.9pp | 134.60%-124.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,942 | $2,512+17.1% | $3,373-12.8% | $3,740-21.3% |
| Admin fee / account holder | $8 | $4,536-99.8% | $5,959-99.9% | $5,306-99.8% |