Filed July 20, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $59,277 |
CROWE LLP3+ years Filed as: CROWE HORWATH, LLP Service code 15 · EIN 35-0924680 | Recordkeeping | $750 |
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 | $97,512 | $89,739+8.7% | $149,718-34.9% | $62,292+56.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.33% | 21.01%-3.7pp | 1501.63%-1484.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $4,054 | $3,233+25.4% | $5,445-25.6% | $2,042+98.5% |
| Participant deferral / active EE | $4,481 | $4,797-6.6% | $6,569-31.8% | $3,169+41.4% |
| Admin fee / account holder | $270 | $551-50.9% | $11,283-97.6% | $479-43.6% |