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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 15 · EIN 13-3689044 | Recordkeeping | $60,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,695 | $122,186-76.5% | $146,958-80.5% | $199,593-85.6% |
| Participation rate | 10.2% | 78.3%-68.1pp | 82.2%-72.0pp | 72.0%-61.8pp |
| Annual return | 14.98% | 30.56%-15.6pp | 418.34%-403.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,384 | $8,502-83.7% | $8,070-82.9% | $5,087-72.8% |
| Admin fee / account holder | $164 | $179-8.4% | $12,998-98.7% | $269-39.1% |