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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.
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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 99 · EIN 04-2675571 | Other Fees | $41,376 |
MORNINGSTAR4+ years Service code 27 | Advisory (Plan) | $3,244 |
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 | $132,958 | $63,114+110.7% | $92,893+43.1% | $65,185+104.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 2.03% | 28.75%-26.7pp | 109.41%-107.4pp | 29.38%-27.4pp |
| Employer contribution / active EE | $13,159 | $2,571+411.9% | $3,653+260.2% | $2,177+504.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $39 | $624-93.8% | $5,794-99.3% | $847-95.4% |