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 |
|---|---|---|
INCENTIVE BENEFITS, INC.1 year Service code 13 911 E. COLORADO BLVD., SUITE 250 · PASADENA, CA 91106 | Contract Administrator | $200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,725 | $65,061-45.1% | $143,757-75.1% | $66,914-46.6% |
| Participation rate | 52.3% | 65.2%-12.9pp | 80.3%-28.0pp | 69.8%-17.5pp |
| Annual return | -15.56% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,437 | $2,361-39.1% | $4,951-71.0% | $2,544-43.5% |
| Participant deferral / active EE | $2,602 | $2,919-10.9% | $5,637-53.8% | $4,237-38.6% |
| Admin fee / account holder | $10 | $502-97.9% | $14,673-99.9% | $593-98.3% |