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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 38 · EIN 35-0145825 | Participant Communication | $61,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,200 | $93,182-21.4% | $146,665-50.1% | $79,386-7.8% |
| Participation rate | 68.2% | 76.4%-8.2pp | 80.1%-11.9pp | 70.7%-2.5pp |
| Annual return | 14.08% | 21.61%-7.5pp | 22.74%-8.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $289 | $2,420-88.1% | $4,136-93.0% | $2,427-88.1% |
| Participant deferral / active EE | $3,066 | $4,169-26.5% | $5,506-44.3% | $4,046-24.2% |
| Admin fee / account holder | $417 | $585-28.7% | $10,280-95.9% | $626-33.4% |