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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 15 · EIN 01-0233346 | Recordkeeping | $527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,816 | $65,322-66.6% | $70,449-69.0% | $73,488-70.3% |
| Participation rate | 58.3% | 77.0%-18.7pp | 75.1%-16.8pp | 70.7%-12.4pp |
| Annual return | 14.71% | 15.71%-1.0pp | 109.03%-94.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $767 | $2,460-68.8% | $2,737-72.0% | $2,270-66.2% |
| Participant deferral / active EE | $1,337 | $3,375-60.4% | $3,709-63.9% | $3,740-64.2% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |