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 4-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 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $5,370 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,884 | $68,547-90.0% | $120,354-94.3% | $80,856-91.5% |
| Participation rate | 98.9% | 61.6%+37.3pp | 71.9%+27.0pp | 67.6%+31.3pp |
| Annual return | 13.42% | 23.60%-10.2pp | 107.15%-93.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,080 | $2,051-47.4% | $3,463-68.8% | $2,755-60.8% |
| Participant deferral / active EE | $2,276 | $3,173-28.3% | $4,991-54.4% | $4,296-47.0% |
| Admin fee / account holder | $35 | $5,732-99.4% | $9,423-99.6% | $6,918-99.5% |