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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 | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $77,115 | $89,652-14.0% | $141,162-45.4% | $65,185+18.3% |
| Participation rate | 48.8% | 74.7%-25.9pp | 82.5%-33.7pp | 70.2%-21.4pp |
| Annual return | 30.39% | 32.79%-2.4pp | 71.39%-41.0pp | 29.38%+1.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,003 | $5,691-29.7% | $6,709-40.3% | $3,514+13.9% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |