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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,489 |
MUTUAL FUND1+ years Filed as: THE MUTUAL FUND ST. NASHVILLE Service code 27 109 WEST PARK · BRENTWOOD, TN 37067 | Advisory (Plan) | $7,775 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $12,387 | $70,002-82.3% | $115,037-89.2% | $52,331-76.3% |
| Participation rate | 38.5% | 72.1%-33.6pp | 81.4%-42.8pp | 68.1%-29.6pp |
| Annual return | -0.97% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $730 | $2,715-73.1% | $4,608-84.1% | $1,882-61.2% |
| Participant deferral / active EE | $1,166 | $4,920-76.3% | $6,026-80.7% | $3,022-61.4% |
| Admin fee / account holder | $245 | $566-56.8% | $8,175-97.0% | $592-58.6% |