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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 60 · EIN 04-2647786 | Sub-TA Fees | $8,163 |
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 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 | $40,903 | $69,305-41.0% | $82,313-50.3% | $69,631-41.3% |
| Participation rate | 36.7% | 80.3%-43.6pp | 76.9%-40.2pp | 70.7%-34.0pp |
| Annual return | 19.38% | 21.47%-2.1pp | 25.88%-6.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $806 | $1,887-57.3% | $2,428-66.8% | $2,032-60.4% |
| Participant deferral / active EE | $1,596 | $3,568-55.3% | $3,706-56.9% | $3,224-50.5% |
| Admin fee / account holder | $59 | $97-39.6% | $5,608-99.0% | $110-46.8% |