Filed March 22, 2024
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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 | $400 |
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 | $57,237 | $80,005-28.5% | $140,016-59.1% | $55,725+2.7% |
| Participation rate | 96.5% | 87.0%+9.5pp | 87.5%+9.0pp | 70.9%+25.6pp |
| Annual return | -3.95% | 0.46%-4.4pp | 651.12%-655.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,466 | $3,403+1.9% | $5,606-38.2% | $2,078+66.8% |
| Participant deferral / active EE | $9,774 | $5,264+85.7% | $6,927+41.1% | $3,356+191.3% |
| Admin fee / account holder | $17 | $116-85.3% | $10,705-99.8% | $115-85.3% |