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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $2,802 |
NATIONAL FINANCIAL SERVICES1+ years Service code 24 · EIN 04-3523567 | Discretionary Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $6,253 | $38,595-83.8% | $80,004-92.2% | $52,331-88.1% |
| Participation rate | 97.8% | 64.5%+33.3pp | 73.0%+24.8pp | 68.1%+29.7pp |
| Annual return | -1.30% | 2.04%-3.3pp | 7.63%-8.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $280 | $1,133-75.3% | $2,473-88.7% | $1,882-85.1% |
| Participant deferral / active EE | $1,024 | $2,318-55.8% | $3,204-68.0% | $3,022-66.1% |
| Admin fee / account holder | $19 | $304-93.9% | $5,033-99.6% | $592-96.8% |