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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 15 · EIN 35-0145825 | Recordkeeping | $11,234 |
Employer 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.
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 | $9,859 | $52,953-81.4% | $172,739-94.3% | $65,185-84.9% |
| Participation rate | 84.4% | 66.2%+18.2pp | 82.6%+1.8pp | 70.2%+14.2pp |
| Annual return | 18.02% | 30.12%-12.1pp | 802.84%-784.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $188 | $2,190-91.4% | $5,143-96.4% | $2,177-91.4% |
| Participant deferral / active EE | $828 | $2,471-66.5% | $5,198-84.1% | $3,514-76.4% |
| Admin fee / account holder | $33 | $472-92.9% | $13,954-99.8% | $847-96.1% |