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 |
|---|---|---|
NATIONAL PLANNING CORPORATION1+ years Service code 54 100 NORTH SEPULVEDA BLVD 1800 · EL SEGUNDO, CA 90245 | Sales Loads | $7,057 |
Filed as: DYATECH LLC Service code 13 805 S WHEATLEY ST., STE. 600 · RIDGELAND, MS 39157 | Contract Administrator | $330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,513 | $37,117-50.1% | $147,614-87.5% | $55,191-66.5% |
| Participation rate | 55.7% | 63.6%-7.9pp | 84.6%-28.9pp | 69.2%-13.4pp |
| Annual return | -0.75% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,084 | $1,620-33.1% | $5,564-80.5% | $1,899-42.9% |
| Participant deferral / active EE | $1,643 | $1,985-17.3% | $4,895-66.4% | $3,046-46.1% |
| Admin fee / account holder | $9 | $86-89.9% | $11,611-99.9% | $91-90.5% |