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.
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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 13 · EIN 42-0127290 | Contract Administrator | $44,307 |
Filed as: CARY STREET PARTNERS Service code 27 · EIN 26-0070474 | Advisory (Plan) | $10,049 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,254 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,349 | $71,964-77.3% | $167,512-90.2% | $85,563-80.9% |
| Participation rate | 64.9% | 61.0%+3.9pp | 77.1%-12.2pp | 66.0%-1.1pp |
| Annual return | 25.36% | 18.83%+6.5pp | 1615.79%-1590.4pp | 31.51%-6.2pp |
| Employer contribution / active EE | $647 | $1,875-65.5% | $3,882-83.3% | $2,654-75.6% |
| Participant deferral / active EE | $3,494 | $4,110-15.0% | $6,405-45.4% | $4,375-20.1% |
| Admin fee / account holder | $175 | $815-78.5% | $9,769-98.2% | $834-79.0% |