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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.
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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 |
Participant 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 | $114,977 | $58,083+98.0% | $80,019+43.7% | $56,287+104.3% |
| Participation rate | 96.0% | 73.6%+22.4pp | 75.8%+20.1pp | 69.9%+26.1pp |
| Annual return | -5.37% | 34.61%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $5,534 | $1,932+186.4% | $2,468+124.2% | $2,111+162.2% |
| Participant deferral / active EE | $527 | $3,135-83.2% | $3,686-85.7% | $3,350-84.3% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |