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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 42-0127290 | Contract Administrator | $23,064 |
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 | $11,434 | $58,101-80.3% | $118,925-90.4% | $73,409-84.4% |
| Participation rate | 77.9% | 56.1%+21.8pp | 75.4%+2.6pp | 72.2%+5.8pp |
| Annual return | 50.69% | 20.56%+30.1pp | 35.88%+14.8pp | 59.29%-8.6pp |
| Employer contribution / active EE | $1,662 | $1,445+15.0% | $3,263-49.0% | $2,234-25.6% |
| Participant deferral / active EE | $2,765 | $2,400+15.2% | $4,265-35.2% | $3,805-27.4% |
| Admin fee / account holder | $70 | $138-49.2% | $6,581-98.9% | $158-55.5% |