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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 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,718 | $52,953+3.3% | $172,739-68.3% | $65,185-16.1% |
| Participation rate | 16.7% | 66.2%-49.5pp | 82.6%-66.0pp | 70.2%-53.5pp |
| Annual return | 24.09% | 30.12%-6.0pp | 802.84%-778.8pp | 29.38%-5.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $744 | $2,471-69.9% | $5,198-85.7% | $3,514-78.8% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |