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 | $18,528 |
DESIGNING BENEFITS INC3 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 | $29,920 | $65,322-54.2% | $70,449-57.5% | $73,488-59.3% |
| Participation rate | 97.4% | 77.0%+20.5pp | 75.1%+22.4pp | 70.7%+26.7pp |
| Annual return | 16.43% | 15.71%+0.7pp | 109.03%-92.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $790 | $2,460-67.9% | $2,737-71.1% | $2,270-65.2% |
| Participant deferral / active EE | $5,727 | $3,375+69.7% | $3,709+54.4% | $3,740+53.1% |
| Admin fee / account holder | $126 | $214-41.1% | $3,845-96.7% | $513-75.4% |