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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 26 · EIN 71-0294708 | Advisory (Participants) | $1,628 |
Annual investment return 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 | $6,608 | $58,851-88.8% | $115,157-94.3% | $72,985-90.9% |
| Participation rate | 80.0% | 65.5%+14.5pp | 75.9%+4.1pp | 69.5%+10.5pp |
| Annual return | 10.14% | 23.16%-13.0pp | 35.60%-25.5pp | 81.00%-70.9pp |
| Employer contribution / active EE | $2,430 | $1,798+35.2% | $3,179-23.5% | $2,440-0.4% |
| Participant deferral / active EE | $3,476 | $2,643+31.5% | $4,168-16.6% | $3,607-3.6% |
| Admin fee / account holder | $8 | $6,370-99.9% | $7,088-99.9% | $5,124-99.8% |