Filed June 9, 2021
Total covered: 6 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,563 |
Employer contribution per participant 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 | $19,597 | $51,620-62.0% | $90,281-78.3% | $65,185-69.9% |
| Participation rate | 75.2% | 68.6%+6.6pp | 73.3%+2.0pp | 70.2%+5.0pp |
| Annual return | 22.42% | 24.94%-2.5pp | 78.10%-55.7pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,107 | $2,871-26.6% | $3,885-45.8% | $3,514-40.0% |
| Admin fee / account holder | $58 | $384-84.8% | $5,351-98.9% | $847-93.1% |