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 | $52,890 |
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 | $31,999 | $91,517-65.0% | $101,248-68.4% | $73,409-56.4% |
| Participation rate | 38.2% | 73.8%-35.6pp | 75.8%-37.6pp | 72.2%-34.0pp |
| Annual return | 16.42% | 17.17%-0.8pp | 46.47%-30.1pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,133 | $2,877-60.6% | $3,660-69.0% | $2,234-49.3% |
| Participant deferral / active EE | $1,986 | $3,338-40.5% | $4,370-54.5% | $3,805-47.8% |
| Admin fee / account holder | $215 | $216-0.4% | $5,945-96.4% | $158+36.2% |