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 |
|---|---|---|
HORAN SECURITIES INC2 years Service code 27 4990 E GALBRAITH RD STE 102 · CINCINNATI, OH 45236 | Advisory (Plan) | $14,517 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,030 |
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 | $39,854 | $59,186-32.7% | $76,768-48.1% | $56,287-29.2% |
| Participation rate | 82.2% | 75.2%+7.0pp | 77.0%+5.2pp | 69.9%+12.4pp |
| Annual return | -5.68% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,178 | $1,759+23.8% | $2,485-12.4% | $2,111+3.2% |
| Participant deferral / active EE | $4,357 | $3,255+33.9% | $3,852+13.1% | $3,350+30.1% |
| Admin fee / account holder | $125 | $489-74.4% | $6,675-98.1% | $521-75.9% |