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 | $13,284 |
DESIGNING BENEFITS INC2 years Service code 49 · EIN 20-2092379 | Other Services | $0 |
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 | $21,208 | $60,795-65.1% | $69,455-69.5% | $65,185-67.5% |
| Participation rate | 96.6% | 74.9%+21.7pp | 74.6%+22.0pp | 70.2%+26.4pp |
| Annual return | 26.56% | 17.46%+9.1pp | 28.97%-2.4pp | 29.38%-2.8pp |
| Employer contribution / active EE | $2,156 | $2,452-12.1% | $2,779-22.4% | $2,177-1.0% |
| Participant deferral / active EE | $4,939 | $3,162+56.2% | $3,535+39.7% | $3,514+40.6% |
| Admin fee / account holder | $83 | $314-73.7% | $3,839-97.9% | $847-90.3% |