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 · EIN 01-0233346 | Recordkeeping | $1,271 |
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 | $13,100 | $54,121-75.8% | $134,143-90.2% | $73,409-82.2% |
| Participation rate | 87.5% | 64.4%+23.2pp | 72.2%+15.4pp | 72.2%+15.4pp |
| Annual return | 17.37% | -312.52%+329.9pp | 36.33%-19.0pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,036 | $1,402-26.1% | $3,704-72.0% | $2,234-53.6% |
| Participant deferral / active EE | $915 | $2,844-67.8% | $3,499-73.8% | $3,805-76.0% |
| Admin fee / account holder | $66 | $132-50.2% | $6,684-99.0% | $158-58.3% |