Filed May 25, 2023 (most recent of 4 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,547 | $38,969+37.4% | $109,313-51.0% | $55,167-2.9% |
| Participation rate | 87.3% | 58.2%+29.0pp | 71.3%+16.0pp | 69.0%+18.3pp |
| Annual return | -1.24% | 8.26%-9.5pp | 22.07%-23.3pp | 169.23%-170.5pp |
| Employer contribution / active EE | $1,280 | $1,227+4.4% | $3,892-67.1% | $1,963-34.8% |
| Participant deferral / active EE | $5,682 | $2,176+161.2% | $3,166+79.4% | $3,054+86.0% |
| Admin fee / account holder | $1 | $501-99.8% | $5,666-100.0% | $504-99.8% |