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 13 · EIN 42-0127290 | Contract Administrator | $1,476 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $90,016 | $54,573+64.9% | $90,951-1.0% | $73,488+22.5% |
| Participation rate | 94.2% | 61.2%+33.0pp | 69.0%+25.2pp | 70.7%+23.5pp |
| Annual return | 16.88% | 16.69%+0.2pp | 134.60%-117.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,800 | $991+81.6% | $2,122-15.2% | $2,270-20.7% |
| Participant deferral / active EE | $4,994 | $2,517+98.4% | $3,373+48.1% | $3,740+33.5% |
| Admin fee / account holder | $11 | $521-97.8% | $5,959-99.8% | $513-97.8% |