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) | $22,976 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,160 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,372 | $54,045+19.1% | $115,157-44.1% | $65,185-1.2% |
| Participation rate | 53.1% | 63.5%-10.5pp | 75.9%-22.8pp | 70.2%-17.1pp |
| Annual return | 20.25% | 26.55%-6.3pp | 35.60%-15.3pp | 29.38%-9.1pp |
| Employer contribution / active EE | $502 | $1,653-69.6% | $3,179-84.2% | $2,177-76.9% |
| Participant deferral / active EE | $2,482 | $2,504-0.9% | $4,168-40.5% | $3,514-29.4% |
| Admin fee / account holder | $265 | $626-57.7% | $7,088-96.3% | $847-68.7% |