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 | $4,107 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,002 | $57,976-82.7% | $62,995-84.1% | $62,292-83.9% |
| Participation rate | 93.4% | 75.9%+17.5pp | 74.8%+18.6pp | 69.5%+23.9pp |
| Annual return | 28.87% | 17.54%+11.3pp | 87.57%-58.7pp | 28.90%0pp |
| Employer contribution / active EE | $1,513 | $2,415-37.3% | $2,759-45.2% | $2,042-25.9% |
| Participant deferral / active EE | $3,077 | $2,956+4.1% | $3,329-7.6% | $3,169-2.9% |
| Admin fee / account holder | $31 | $276-88.7% | $3,600-99.1% | $479-93.5% |