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 |
|---|---|---|
DOMINION INVESTOR SERVICES INC3+ years Service code 55 · EIN 75-2201702 | Other Commissions | $6,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,519 |
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 | $60,924 | $50,385+20.9% | $75,670-19.5% | $62,292-2.2% |
| Participation rate | 87.3% | 67.7%+19.6pp | 72.3%+14.9pp | 69.5%+17.7pp |
| Annual return | 16.85% | 19.90%-3.0pp | 27.34%-10.5pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,130 | $1,537+38.6% | $2,352-9.4% | $2,042+4.3% |
| Participant deferral / active EE | $3,360 | $2,445+37.4% | $3,142+6.9% | $3,169+6.0% |
| Admin fee / account holder | $9 | $384-97.6% | $5,800-99.8% | $479-98.0% |