Filed January 29, 2019
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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 64 · EIN 71-0294708 | Recordkeeping Fees | $12,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,293 | $89,739-42.8% | $149,718-65.7% | $62,292-17.7% |
| Participation rate | 66.4% | 85.1%-18.7pp | 87.1%-20.6pp | 69.5%-3.1pp |
| Annual return | 18.54% | 21.01%-2.5pp | 1501.63%-1483.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,938 | $3,233-40.0% | $5,445-64.4% | $2,042-5.1% |
| Participant deferral / active EE | $5,781 | $4,797+20.5% | $6,569-12.0% | $3,169+82.4% |
| Admin fee / account holder | $118 | $551-78.5% | $11,283-99.0% | $479-75.3% |