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 13 · EIN 42-0127290 | Contract Administrator | $3,362 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,009 | $50,175+19.6% | $99,443-39.7% | $65,185-7.9% |
| Participation rate | 75.0% | 68.4%+6.6pp | 73.8%+1.2pp | 70.2%+4.8pp |
| Annual return | 21.23% | 25.36%-4.1pp | 30.72%-9.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $565 | $1,496-62.2% | $2,540-77.7% | $2,177-74.0% |
| Participant deferral / active EE | $2,966 | $2,748+7.9% | $3,619-18.1% | $3,514-15.6% |
| Admin fee / account holder | $35 | $398-91.2% | $6,250-99.4% | $847-95.9% |