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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 25 · EIN 04-2647786 | Directed Trustee | $12,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,386 | $72,770-74.7% | $67,652-72.8% | $55,191-66.7% |
| Participation rate | 44.3% | 78.8%-34.5pp | 75.7%-31.3pp | 69.2%-24.8pp |
| Annual return | 3.38% | -3.26%+6.6pp | 6625.04%-6621.7pp | 10.78%-7.4pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $436 | $3,408-87.2% | $3,560-87.8% | $3,046-85.7% |
| Admin fee / account holder | $65 | $79-17.3% | $4,821-98.6% | $91-28.2% |