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 10-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 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $30,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 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 | $33,052 | $55,449-40.4% | $83,848-60.6% | $56,287-41.3% |
| Participation rate | 58.5% | 68.0%-9.5pp | 76.1%-17.6pp | 69.9%-11.3pp |
| Annual return | 20.46% | -1.38%+21.8pp | 850.88%-830.4pp | -9.96%+30.4pp |
| Employer contribution / active EE | $1,696 | $2,430-30.2% | $3,631-53.3% | $2,111-19.7% |
| Participant deferral / active EE | $3,075 | $2,935+4.8% | $4,082-24.7% | $3,350-8.2% |
| Admin fee / account holder | $247 | $656-62.3% | $5,478-95.5% | $521-52.5% |