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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 15 · EIN 01-0233346 | Recordkeeping | $1,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,196 | $76,050-85.3% | $96,544-88.4% | $71,457-84.3% |
| Participation rate | 61.9% | 74.4%-12.5pp | 76.0%-14.0pp | 67.9%-6.0pp |
| Annual return | 17.66% | 22.81%-5.2pp | 25.84%-8.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $221 | $2,244-90.2% | $2,965-92.5% | $2,588-91.5% |
| Participant deferral / active EE | $2,220 | $4,215-47.3% | $4,851-54.2% | $4,289-48.2% |
| Admin fee / account holder | $216 | $2,707-92.0% | $8,252-97.4% | $1,587-86.4% |