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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.
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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 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,432 | $48,313-8.0% | $73,307-39.4% | $52,331-15.1% |
| Participation rate | 28.3% | 68.6%-40.3pp | 74.9%-46.6pp | 68.1%-39.8pp |
| Annual return | 17.71% | 3.85%+13.9pp | 5.67%+12.0pp | 4.54%+13.2pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,014 | $4,189-75.8% | $4,991-79.7% | $3,022-66.5% |
| Admin fee / account holder | $13 | $404-96.7% | $5,637-99.8% | $592-97.8% |