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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 27 · EIN 04-2675571 | Advisory (Plan) | $20,121 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,959 |
CRAY KAISER LTD1 year Filed as: CRAY, KAISER LTD. Service code 10 · EIN 36-2746886 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,140 | $84,784-55.0% | $98,439-61.3% | $74,419-48.7% |
| Participation rate | 43.6% | 81.5%-37.9pp | 75.2%-31.6pp | 70.7%-27.1pp |
| Annual return | 15.74% | 20.59%-4.8pp | 21.16%-5.4pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,358 | $3,364-59.6% | $3,048-55.4% | $2,637-48.5% |
| Participant deferral / active EE | $1,992 | $5,218-61.8% | $4,738-58.0% | $4,528-56.0% |
| Admin fee / account holder | $263 | $204+28.7% | $8,948-97.1% | $348-24.3% |