Filed June 30, 2023
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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 13 · EIN 42-0127290 | Contract Administrator | $92,955 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,733 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,404 | $148,970-93.7% | $136,007-93.1% | $199,593-95.3% |
| Participation rate | 74.6% | 79.4%-4.8pp | 76.5%-1.9pp | 72.0%+2.6pp |
| Annual return | 27.93% | 27.07%+0.9pp | 579.32%-551.4pp | 34.25%-6.3pp |
| Employer contribution / active EE | $2,329 | $3,561-34.6% | $4,217-44.8% | $3,034-23.2% |
| Participant deferral / active EE | $2,746 | $6,140-55.3% | $7,025-60.9% | $5,087-46.0% |
| Admin fee / account holder | $74 | $144-48.6% | $6,858-98.9% | $269-72.5% |