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 7-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 42-0127290 | Contract Administrator | $1,653 |
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 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 | $94,787 | $99,957-5.2% | $149,696-36.7% | $73,488+29.0% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.5%+14.8pp | 70.7%+26.6pp |
| Annual return | 21.82% | 53.87%-32.0pp | 276.60%-254.8pp | 28.51%-6.7pp |
| Employer contribution / active EE | $18,403 | $3,191+476.7% | $4,644+296.3% | $2,270+710.7% |
| Participant deferral / active EE | $15,192 | $6,073+150.2% | $6,842+122.1% | $3,740+306.3% |
| Admin fee / account holder | $15 | $551-97.3% | $9,309-99.8% | $513-97.1% |