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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 15 · EIN 04-1590850 | Recordkeeping | $52,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,574 | $99,957-51.4% | $149,696-67.6% | $73,488-33.9% |
| Participation rate | 50.9% | 75.7%-24.8pp | 82.5%-31.6pp | 70.7%-19.8pp |
| Annual return | 9.20% | 53.87%-44.7pp | 276.60%-267.4pp | 28.51%-19.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,142 | $6,073-31.8% | $6,842-39.5% | $3,740+10.8% |
| Admin fee / account holder | $12 | $551-97.8% | $9,309-99.9% | $513-97.7% |