Filed August 24, 2022
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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 13 · EIN 42-0127290 | Contract Administrator | $21,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,692 | $54,705+166.3% | $71,209+104.6% | $84,808+71.8% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.8%+22.9pp | 68.3%+28.4pp |
| Annual return | 17.40% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $8,641 | $2,158+300.5% | $2,721+217.6% | $2,631+228.5% |
| Participant deferral / active EE | $14,159 | $3,030+367.2% | $4,175+239.1% | $4,212+236.2% |
| Admin fee / account holder | $222 | $4,863-95.4% | $5,349-95.9% | $7,344-97.0% |