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 9-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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $12,694 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,443 | $86,655-78.7% | $119,609-84.6% | $66,914-72.4% |
| Participation rate | 80.0% | 75.6%+4.4pp | 79.3%+0.7pp | 69.8%+10.2pp |
| Annual return | -15.58% | -8.00%-7.6pp | -14.97%-0.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,772 | $2,536-30.1% | $4,232-58.1% | $2,544-30.4% |
| Participant deferral / active EE | $4,177 | $4,358-4.2% | $5,602-25.4% | $4,237-1.4% |
| Admin fee / account holder | $98 | $755-87.1% | $10,323-99.1% | $593-83.5% |