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 | $80,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,791 | $81,460-27.8% | $103,333-43.1% | $80,856-27.3% |
| Participation rate | 91.2% | 66.8%+24.4pp | 74.5%+16.7pp | 67.6%+23.6pp |
| Annual return | 10.46% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,167 | $3,105+2.0% | $3,868-18.1% | $2,755+15.0% |
| Participant deferral / active EE | $4,389 | $3,869+13.5% | $5,057-13.2% | $4,296+2.2% |
| Admin fee / account holder | $682 | $6,566-89.6% | $8,355-91.8% | $6,918-90.1% |