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 |
|---|---|---|
OBS FINANCIAL2 years Service code 26 POST OFFICE BOX 7813 · WACO, TX 76714 | Advisory (Participants) | $13,074 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,892 | $54,573-23.2% | $90,951-53.9% | $73,488-43.0% |
| Participation rate | 69.2% | 61.2%+8.1pp | 69.0%+0.2pp | 70.7%-1.4pp |
| Annual return | 10.07% | 16.69%-6.6pp | 134.60%-124.5pp | 28.51%-18.4pp |
| Employer contribution / active EE | $612 | $991-38.2% | $2,122-71.1% | $2,270-73.0% |
| Participant deferral / active EE | $2,705 | $2,517+7.5% | $3,373-19.8% | $3,740-27.7% |
| Admin fee / account holder | $195 | $521-62.5% | $5,959-96.7% | $513-61.9% |