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 35-1140070 1300 SOUTH CLINTON STREET · INDIANAPOLIS, IN 46801 | Contract Administrator | $0 |
Service code 15 · EIN 35-2130755 6602 E 75TH STREET · INDIANAPOLIS, IN 46250 | Recordkeeping | $0 |
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 | $19,213 | $46,732-58.9% | $156,549-87.7% | $55,167-65.2% |
| Participation rate | 92.7% | 65.8%+26.9pp | 84.0%+8.7pp | 69.0%+23.7pp |
| Annual return | 34.75% | 17.72%+17.0pp | 32.23%+2.5pp | 169.23%-134.5pp |
| Employer contribution / active EE | $1,716 | $2,105-18.5% | $5,501-68.8% | $1,963-12.6% |
| Participant deferral / active EE | $2,577 | $2,204+16.9% | $4,871-47.1% | $3,054-15.6% |
| Admin fee / account holder | $36 | $418-91.5% | $13,027-99.7% | $504-93.0% |