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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 64 · EIN 71-0294708 | Recordkeeping Fees | $15,977 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,669 | $89,436-67.9% | $164,813-82.6% | $77,643-63.1% |
| Participation rate | 50.3% | 78.6%-28.3pp | 78.6%-28.3pp | 70.6%-20.2pp |
| Annual return | 12.18% | 28.83%-16.6pp | 69.93%-57.7pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,128 | $2,569-17.2% | $4,341-51.0% | $2,726-21.9% |
| Participant deferral / active EE | $2,001 | $4,897-59.1% | $6,031-66.8% | $4,647-56.9% |
| Admin fee / account holder | $92 | $339-72.9% | $12,690-99.3% | $430-78.6% |