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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 17 · EIN 13-5674085 | Pension Consulting | $26,650 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,806 | $54,193-4.4% | $93,606-44.7% | $77,643-33.3% |
| Participation rate | 89.7% | 63.9%+25.8pp | 68.7%+21.0pp | 70.6%+19.2pp |
| Annual return | 13.10% | 30.54%-17.4pp | 133.20%-120.1pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1 | $1,168-99.9% | $2,420-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $4,067 | $3,144+29.4% | $4,411-7.8% | $4,647-12.5% |
| Admin fee / account holder | $222 | $576-61.4% | $8,285-97.3% | $430-48.4% |