Filed November 23, 2021
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 37 · EIN 04-2647786 | Loan Processing | $1,075 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,796 | $99,957-51.2% | $149,696-67.4% | $73,488-33.6% |
| Participation rate | 80.9% | 75.7%+5.2pp | 82.5%-1.6pp | 70.7%+10.2pp |
| Annual return | 22.71% | 53.87%-31.2pp | 276.60%-253.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $5,929 | $3,191+85.8% | $4,644+27.7% | $2,270+161.2% |
| Participant deferral / active EE | $6,834 | $6,073+12.5% | $6,842-0.1% | $3,740+82.8% |
| Admin fee / account holder | $91 | $551-83.4% | $9,309-99.0% | $513-82.2% |