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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 | $5,324 |
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).
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 | $39,670 | $50,464-21.4% | $75,781-47.7% | $52,331-24.2% |
| Participation rate | 25.7% | 66.8%-41.1pp | 75.8%-50.1pp | 68.1%-42.4pp |
| Annual return | -2.77% | 1.03%-3.8pp | 9.68%-12.5pp | 4.54%-7.3pp |
| Employer contribution / active EE | $623 | $1,988-68.6% | $3,323-81.2% | $1,882-66.9% |
| Participant deferral / active EE | $1,088 | $2,570-57.7% | $3,651-70.2% | $3,022-64.0% |
| Admin fee / account holder | $76 | $1,103-93.1% | $5,299-98.6% | $592-87.1% |