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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 55 · EIN 35-2552359 | Other Commissions | $1,730 |
Service code 37 · EIN 04-2647786 | Loan Processing | $131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $28,766 | $60,165-52.2% | $74,183-61.2% | $55,167-47.9% |
| Participation rate | 59.3% | 74.2%-14.9pp | 76.6%-17.4pp | 69.0%-9.7pp |
| Annual return | 48.52% | 10.00%+38.5pp | 17.74%+30.8pp | 169.23%-120.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,361 | $2,973+46.7% | $3,550+22.9% | $3,054+42.8% |
| Admin fee / account holder | $1 | $419-99.7% | $5,586-100.0% | $504-99.8% |