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 37 · EIN 04-2647786 | Loan Processing | $20,076 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,228 |
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 | $40,633 | $79,171-48.7% | $102,423-60.3% | $74,495-45.5% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.7pp | 67.2%+25.0pp |
| Annual return | 101.38% | 54.93%+46.4pp | 29.32%+72.1pp | 1364.94%-1263.6pp |
| Employer contribution / active EE | $8,291 | $2,362+251.0% | $3,023+174.2% | $2,623+216.1% |
| Participant deferral / active EE | $13,369 | $4,415+202.8% | $5,053+164.6% | $4,346+207.6% |
| Admin fee / account holder | $192 | $2,001-90.4% | $9,451-98.0% | $1,942-90.1% |