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 |
|---|---|---|
Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $60,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,268 | $73,102-24.4% | $123,544-55.3% | $56,287-1.8% |
| Participation rate | 96.1% | 74.3%+21.8pp | 82.3%+13.8pp | 69.9%+26.2pp |
| Annual return | -2.51% | 3.01%-5.5pp | 119.20%-121.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $4,413 | $2,977+48.2% | $4,628-4.6% | $2,111+109.0% |
| Participant deferral / active EE | $7,200 | $5,423+32.8% | $6,426+12.0% | $3,350+114.9% |
| Admin fee / account holder | $368 | $554-33.6% | $9,284-96.0% | $521-29.4% |