Filed March 1, 2022 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$36,819 |
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 | $106,668 | $75,760+40.8% | $123,104-13.4% | $59,188+80.2% |
| Participation rate | 95.5% | 86.0%+9.5pp | 86.8%+8.7pp | 69.4%+26.1pp |
| Annual return | 2.05% | 2.93%-0.9pp | 13.22%-11.2pp | 5.51%-3.5pp |
| Employer contribution / active EE | $2,341 | $3,415-31.5% | $5,151-54.6% | $2,098+11.6% |
| Participant deferral / active EE | $5,133 | $5,000+2.7% | $6,230-17.6% | $3,265+57.2% |
| Admin fee / account holder | -$17 | $61-128.4% | $9,015-100.2% | $92-118.7% |