Filed November 3, 2023 (most recent of 5 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,854 | $102,553-6.5% | $151,611-36.8% | $66,914+43.2% |
| Participation rate | 97.3% | 85.5%+11.8pp | 87.5%+9.8pp | 69.8%+27.5pp |
| Annual return | -16.23% | -10.82%-5.4pp | 3.33%-19.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,550 | $4,180+8.8% | $6,166-26.2% | $2,544+78.8% |
| Participant deferral / active EE | $5,172 | $6,641-22.1% | $8,363-38.2% | $4,237+22.1% |
| Admin fee / account holder | $0 | $630-99.9% | $11,616-100.0% | $593-99.9% |