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 |
|---|---|---|
RETIREMENT DIRECT2 years Service code 15 · EIN 91-2076699 | Recordkeeping | $11,611 |
AMERICAN REALTY ADVISORS5 years Filed as: FIRST AMERICAN BANK Service code 21 303 W. MAIN ST. · ARTESIA, NM 88210 | Bank Trustee | $9,602 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,950 | $63,442-78.0% | $68,791-79.7% | $66,914-79.2% |
| Participation rate | 67.8% | 60.0%+7.9pp | 69.0%-1.2pp | 69.8%-2.0pp |
| Annual return | -15.37% | -8.29%-7.1pp | -6.38%-9.0pp | 1.58%-16.9pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,635 | $2,945-10.5% | $3,941-33.1% | $4,237-37.8% |
| Admin fee / account holder | $114 | $577-80.2% | $4,932-97.7% | $593-80.8% |