Filed August 28, 2020 (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 64 · EIN 04-2647786 | Recordkeeping Fees | $392,777 |
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 | $107,736 | $43,110+149.9% | $156,549-31.2% | $65,292+65.0% |
| Participation rate | 95.7% | 69.3%+26.3pp | 84.0%+11.6pp | 72.4%+23.2pp |
| Annual return | 10.72% | 11.24%-0.5pp | 32.23%-21.5pp | 11.84%-1.1pp |
| Employer contribution / active EE | $618 | $1,702-63.7% | $5,501-88.8% | $2,302-73.2% |
| Participant deferral / active EE | $5,277 | $2,520+109.4% | $4,871+8.3% | $3,579+47.5% |
| Admin fee / account holder | $37 | $47-20.8% | $13,027-99.7% | $57-34.8% |