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 15 | Recordkeeping | $11,294 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,397 |
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 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 | $28,386 | $69,362-59.1% | $101,248-72.0% | $73,488-61.4% |
| Participation rate | 74.5% | 68.4%+6.2pp | 75.8%-1.3pp | 70.7%+3.9pp |
| Annual return | 16.87% | 18.46%-1.6pp | 46.47%-29.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $2,078 | $2,628-20.9% | $3,660-43.2% | $2,270-8.5% |
| Participant deferral / active EE | $3,251 | $3,300-1.5% | $4,370-25.6% | $3,740-13.1% |
| Admin fee / account holder | $107 | $704-84.8% | $5,945-98.2% | $513-79.2% |