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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 01-0233346 | Recordkeeping | $0 |
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.
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 | $19,738 | $52,884-62.7% | $84,750-76.7% | $55,167-64.2% |
| Participation rate | 28.5% | 67.5%-39.0pp | 76.6%-48.1pp | 69.0%-40.5pp |
| Annual return | 12.02% | 18.03%-6.0pp | 22.78%-10.8pp | 169.23%-157.2pp |
| Employer contribution / active EE | $218 | $2,233-90.2% | $3,574-93.9% | $1,963-88.9% |
| Participant deferral / active EE | $1,232 | $2,644-53.4% | $3,712-66.8% | $3,054-59.7% |
| Admin fee / account holder | $102 | $581-82.4% | $5,332-98.1% | $504-79.7% |