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 3-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 | $5,214 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,466 | $51,045-95.2% | $70,515-96.5% | $71,457-96.5% |
| Participation rate | 92.8% | 59.4%+33.4pp | 68.3%+24.5pp | 67.9%+24.9pp |
| Annual return | 17.52% | 42.63%-25.1pp | 32.77%-15.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $988 | $1,790-44.8% | $2,973-66.8% | $2,588-61.8% |
| Participant deferral / active EE | $572 | $3,026-81.1% | $4,567-87.5% | $4,289-86.7% |
| Admin fee / account holder | $9 | $1,994-99.5% | $6,412-99.9% | $1,587-99.4% |