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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 39-6040276 | Recordkeeping Fees | $1,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,525 | $73,884-18.1% | $95,952-36.9% | - |
| Participation rate | 53.5% | 80.0%-26.5pp | 77.1%-23.5pp | - |
| Annual return | 11.61% | 11.13%+0.5pp | 91.61%-80.0pp | - |
| Employer contribution / active EE | $394 | $1,782-77.9% | $2,541-84.5% | - |
| Participant deferral / active EE | $2,622 | $3,914-33.0% | $4,167-37.1% | - |
| Admin fee / account holder | $17 | $4,316-99.6% | $6,795-99.7% | - |