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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 13 · EIN 41-0417830 | Contract Administrator | $21,717 |
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 | $21,690 | $58,879-63.2% | $178,490-87.8% | $73,488-70.5% |
| Participation rate | 76.0% | 66.2%+9.8pp | 81.9%-5.9pp | 70.7%+5.3pp |
| Annual return | 13.46% | 24.86%-11.4pp | 151.07%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,041 | $2,236-53.4% | $5,011-79.2% | $2,270-54.1% |
| Participant deferral / active EE | $2,149 | $2,567-16.3% | $5,202-58.7% | $3,740-42.5% |
| Admin fee / account holder | $80 | $400-80.1% | $13,984-99.4% | $513-84.4% |