Filed April 12, 2021
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $42,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,187 | $122,239+10.6% | $184,203-26.6% | $74,495+81.5% |
| Participation rate | 92.5% | 85.5%+7.1pp | 86.8%+5.7pp | 67.2%+25.3pp |
| Annual return | 14.71% | 19.95%-5.2pp | 28.81%-14.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,366 | $4,537-25.8% | $6,427-47.6% | $2,623+28.3% |
| Participant deferral / active EE | $13,539 | $7,139+89.7% | $9,131+48.3% | $4,346+211.5% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |