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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 15 · EIN 35-0145825 | Recordkeeping | $14,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $25,510 | $70,908-64.0% | $98,907-74.2% | $73,488-65.3% |
| Participation rate | 54.7% | 73.8%-19.1pp | 76.0%-21.3pp | 70.7%-16.0pp |
| Annual return | 11.86% | 34.17%-22.3pp | 196.43%-184.6pp | 28.51%-16.7pp |
| Employer contribution / active EE | $331 | $2,036-83.7% | $2,689-87.7% | $2,270-85.4% |
| Participant deferral / active EE | $1,799 | $3,500-48.6% | $4,244-57.6% | $3,740-51.9% |
| Admin fee / account holder | $18 | $535-96.6% | $6,642-99.7% | $513-96.5% |