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 | -$59,919 |
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 | $112,745 | $82,683+36.4% | $133,980-15.8% | $65,292+72.7% |
| Participation rate | 95.5% | 87.3%+8.1pp | 87.1%+8.4pp | 72.4%+23.0pp |
| Annual return | 7.88% | 9.63%-1.7pp | 29.30%-21.4pp | 11.84%-4.0pp |
| Employer contribution / active EE | $2,385 | $3,583-33.4% | $5,211-54.2% | $2,302+3.6% |
| Participant deferral / active EE | $5,261 | $5,190+1.4% | $6,282-16.3% | $3,579+47.0% |
| Admin fee / account holder | -$14 | $66-121.0% | $9,324-100.1% | $57-124.0% |