Filed October 10, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$43,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $52,347 | $82,279-36.4% | $77,999-32.9% | $63,975-18.2% |
| Participation rate | 51.2% | 84.7%-33.4pp | 75.5%-24.3pp | 71.1%-19.9pp |
| Annual return | 5.99% | 11.20%-5.2pp | 425.96%-420.0pp | 48.65%-42.7pp |
| Employer contribution / active EE | $857 | $3,297-74.0% | $2,470-65.3% | $2,182-60.7% |
| Participant deferral / active EE | $2,777 | $4,538-38.8% | $3,497-20.6% | $3,356-17.3% |
| Admin fee / account holder | $84 | $81+3.4% | $5,480-98.5% | $70+19.4% |