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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 64 · EIN 39-6040276 | Recordkeeping Fees | $451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,998 | $54,573-65.2% | $90,951-79.1% | $73,488-74.1% |
| Participation rate | 55.1% | 61.2%-6.1pp | 69.0%-13.9pp | 70.7%-15.6pp |
| Annual return | 21.91% | 16.69%+5.2pp | 134.60%-112.7pp | 28.51%-6.6pp |
| Employer contribution / active EE | $657 | $991-33.8% | $2,122-69.1% | $2,270-71.1% |
| Participant deferral / active EE | $970 | $2,517-61.4% | $3,373-71.2% | $3,740-74.0% |
| Admin fee / account holder | $9 | $521-98.2% | $5,959-99.8% | $513-98.2% |