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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 | $6,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,271 | $35,986+195.3% | $77,482+37.2% | $73,488+44.6% |
| Participation rate | 15.1% | 40.8%-25.7pp | 54.2%-39.1pp | 70.7%-55.6pp |
| Annual return | 6.70% | 19.26%-12.6pp | 54.79%-48.1pp | 28.51%-21.8pp |
| Employer contribution / active EE | $264 | $557-52.6% | $986-73.2% | $2,270-88.4% |
| Participant deferral / active EE | $1,176 | $1,198-1.8% | $1,861-36.8% | $3,740-68.6% |
| Admin fee / account holder | $367 | $466-21.3% | $2,858-87.2% | $513-28.5% |