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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.
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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 15 · EIN 35-0145825 | Recordkeeping | $21,243 |
T R PAUL INC.1 year Filed as: PAUL B ANDERSON Service code 26 ANDINA FAMILY OFFICES · LEHI, UT 84043 | Advisory (Participants) | $14,244 |
CASEY CIRILLO1 year Filed as: CASEY MONSEN Service code 26 ANDINA FAMILY OFFICES · LEHI, UT 84043 | Advisory (Participants) | $6,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,316 | $89,652-22.7% | $141,162-50.9% | $65,185+6.3% |
| Participation rate | 59.5% | 74.7%-15.2pp | 82.5%-23.0pp | 70.2%-10.7pp |
| Annual return | 40.31% | 32.79%+7.5pp | 71.39%-31.1pp | 29.38%+10.9pp |
| Employer contribution / active EE | $1,063 | $3,065-65.3% | $4,735-77.6% | $2,177-51.2% |
| Participant deferral / active EE | $3,706 | $5,691-34.9% | $6,709-44.8% | $3,514+5.5% |
| Admin fee / account holder | $260 | $569-54.3% | $10,261-97.5% | $847-69.3% |