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 | $23,102 |
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).
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 | $41,858 | $65,365-36.0% | $92,893-54.9% | $72,985-42.6% |
| Participation rate | 90.8% | 68.3%+22.5pp | 76.0%+14.8pp | 69.5%+21.3pp |
| Annual return | 21.79% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,186 | $2,594+22.8% | $3,653-12.8% | $2,440+30.6% |
| Participant deferral / active EE | $3,500 | $3,128+11.9% | $4,236-17.4% | $3,607-3.0% |
| Admin fee / account holder | $199 | $4,251-95.3% | $5,794-96.6% | $5,124-96.1% |