Filed March 7, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $5,057 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,587 | $98,982-20.6% | $162,163-51.5% | $65,185+20.6% |
| Participation rate | 90.0% | 85.8%+4.2pp | 87.6%+2.4pp | 70.2%+19.8pp |
| Annual return | 17.17% | 24.84%-7.7pp | 115.59%-98.4pp | 29.38%-12.2pp |
| Employer contribution / active EE | $2,130 | $3,467-38.6% | $5,614-62.1% | $2,177-2.2% |
| Participant deferral / active EE | $4,108 | $5,384-23.7% | $7,298-43.7% | $3,514+16.9% |
| Admin fee / account holder | $40 | $596-93.2% | $10,843-99.6% | $847-95.2% |