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 25 · EIN 04-2647786 | Directed Trustee | $7,548 |
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).
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 | $40,853 | $54,320-24.8% | $67,652-39.6% | $52,331-21.9% |
| Participation rate | 57.8% | 73.6%-15.8pp | 75.7%-17.9pp | 68.1%-10.3pp |
| Annual return | 3.19% | 6.81%-3.6pp | 6625.04%-6621.9pp | 4.54%-1.4pp |
| Employer contribution / active EE | $1,154 | $1,544-25.2% | $2,266-49.0% | $1,882-38.7% |
| Participant deferral / active EE | $1,712 | $2,950-42.0% | $3,560-51.9% | $3,022-43.4% |
| Admin fee / account holder | $76 | $527-85.5% | $4,821-98.4% | $592-87.1% |