Filed March 23, 2018
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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 99 · EIN 47-1411118 | Other Fees | $45,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,816 | $49,915+11.8% | $154,803-63.9% | $74,304-24.9% |
| Participation rate | 66.5% | 54.0%+12.5pp | 78.1%-11.6pp | 60.3%+6.1pp |
| Annual return | 14.82% | 34.06%-19.2pp | 58.88%-44.1pp | 29.43%-14.6pp |
| Employer contribution / active EE | $555 | $1,611-65.6% | $4,305-87.1% | $2,241-75.2% |
| Participant deferral / active EE | $2,345 | $2,255+4.0% | $5,540-57.7% | $3,767-37.8% |
| Admin fee / account holder | $219 | $2,189-90.0% | $14,329-98.5% | $2,969-92.6% |