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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 72 · EIN 66-0561870 | Other investment fees and expenses | $7,494 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,288 | $65,557-67.5% | $64,056-66.8% | $71,457-70.2% |
| Participation rate | 99.3% | 73.2%+26.2pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 16.15% | 18.94%-2.8pp | 33.69%-17.5pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,872 | $2,669-29.9% | $2,747-31.9% | $2,588-27.7% |
| Participant deferral / active EE | $978 | $3,626-73.0% | $3,880-74.8% | $4,289-77.2% |
| Admin fee / account holder | $43 | $616-93.1% | $3,068-98.6% | $1,587-97.3% |