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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 04-2647786 | Recordkeeping Fees | $32,242 |
Participant contribution per participant 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 | $95,612 | $69,159+38.3% | $125,175-23.6% | $67,579+41.5% |
| Participation rate | 70.1% | 78.2%-8.1pp | 79.8%-9.7pp | 71.3%-1.2pp |
| Annual return | 22.24% | 27.12%-4.9pp | 43.79%-21.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $5,307 | $2,023+162.3% | $3,865+37.3% | $2,148+147.1% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $107 | $142-24.6% | $9,702-98.9% | $142-24.9% |