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 42-0127290 | Contract Administrator | $4,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $54,400 | $69,362-21.6% | $101,248-46.3% | $73,488-26.0% |
| Participation rate | 27.9% | 68.4%-40.5pp | 75.8%-47.9pp | 70.7%-42.8pp |
| Annual return | 16.52% | 18.46%-1.9pp | 46.47%-30.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $881 | $2,628-66.5% | $3,660-75.9% | $2,270-61.2% |
| Participant deferral / active EE | $2,032 | $3,300-38.4% | $4,370-53.5% | $3,740-45.7% |
| Admin fee / account holder | $63 | $704-91.1% | $5,945-98.9% | $513-87.8% |