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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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS4+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 12 · EIN 16-1503696 | Recordkeeping and information managem... | $5,839 |
Employer 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 | $9,343 | $38,365-75.6% | $84,611-89.0% | $65,185-85.7% |
| Participation rate | 77.9% | 55.7%+22.2pp | 68.2%+9.6pp | 70.2%+7.7pp |
| Annual return | 25.57% | 32.00%-6.4pp | 258.74%-233.2pp | 29.38%-3.8pp |
| Employer contribution / active EE | $86 | $1,258-93.2% | $2,652-96.8% | $2,177-96.1% |
| Participant deferral / active EE | $1,825 | $2,278-19.9% | $3,899-53.2% | $3,514-48.1% |
| Admin fee / account holder | $46 | $451-89.8% | $4,912-99.1% | $847-94.6% |