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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 |
|---|---|---|
MARTINET RECCHIA1 year Service code 99 · EIN 11-1000111 | Other Fees | $2,850 |
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 | $84,520 | $98,750-14.4% | $149,696-43.5% | $79,858+5.8% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 21.36% | 27.43%-6.1pp | 276.60%-255.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,640 | $3,216-49.0% | $4,644-64.7% | $2,471-33.6% |
| Participant deferral / active EE | $5,704 | $5,680+0.4% | $6,842-16.6% | $3,740+52.5% |
| Admin fee / account holder | $41 | $6,053-99.3% | $9,309-99.6% | $5,306-99.2% |