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 27 · EIN 04-2675571 | Advisory (Plan) | $23,199 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,452 | $63,114-47.0% | $92,893-64.0% | $65,185-48.7% |
| Participation rate | 74.6% | 68.8%+5.8pp | 76.0%-1.4pp | 70.2%+4.4pp |
| Annual return | 20.34% | 28.75%-8.4pp | 109.41%-89.1pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,153 | $2,571-55.2% | $3,653-68.4% | $2,177-47.0% |
| Participant deferral / active EE | $3,477 | $3,108+11.9% | $4,236-17.9% | $3,514-1.1% |
| Admin fee / account holder | $310 | $624-50.4% | $5,794-94.7% | $847-63.5% |