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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $13,582 |
Service code 27 29 SAWYER ROD, ONE · WALTHAM, MA 02453 | Advisory (Plan) | $10,492 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,996 | $99,957-61.0% | $149,696-73.9% | $73,488-46.9% |
| Participation rate | 91.1% | 75.7%+15.4pp | 82.5%+8.7pp | 70.7%+20.4pp |
| Annual return | 19.11% | 53.87%-34.8pp | 276.60%-257.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $2,685 | $3,191-15.8% | $4,644-42.2% | $2,270+18.3% |
| Participant deferral / active EE | $5,392 | $6,073-11.2% | $6,842-21.2% | $3,740+44.2% |
| Admin fee / account holder | $97 | $551-82.4% | $9,309-99.0% | $513-81.1% |