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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 60 · EIN 04-2647786 | Sub-TA Fees | $25,191 |
AMBLING PROPERTY PLAN1+ years Service code 27 · EIN 26-1204987 | Advisory (Plan) | $19,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,158 | $44,229-68.0% | $155,790-90.9% | $55,191-74.3% |
| Participation rate | 68.0% | 60.8%+7.2pp | 76.1%-8.1pp | 69.2%-1.2pp |
| Annual return | -0.48% | 0.37%-0.9pp | 71.54%-72.0pp | 10.78%-11.3pp |
| Employer contribution / active EE | $371 | $1,317-71.9% | $3,836-90.3% | $1,899-80.5% |
| Participant deferral / active EE | $1,941 | $2,851-31.9% | $4,797-59.5% | $3,046-36.3% |
| Admin fee / account holder | $98 | $86+13.7% | $7,478-98.7% | $91+8.0% |