Filed May 26, 2022 (most recent of 2 filings on file)
Total covered: 71 employees
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 16 · EIN 35-2552359 | Consulting | $105,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$142,419 |
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 | $152,111 | $89,274+70.4% | $149,718+1.6% | $77,958+95.1% |
| Participation rate | 97.2% | 87.6%+9.5pp | 87.1%+10.1pp | 71.6%+25.5pp |
| Annual return | 45.76% | 20.36%+25.4pp | 1501.63%-1455.9pp | 20.87%+24.9pp |
| Employer contribution / active EE | $5,754 | $3,727+54.4% | $5,445+5.7% | $2,310+149.0% |
| Participant deferral / active EE | $6,034 | $5,382+12.1% | $6,569-8.1% | $3,537+70.6% |
| Admin fee / account holder | $82 | $240-65.7% | $11,283-99.3% | $97-15.6% |