Filed June 12, 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 | $99,195 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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 | $33,762 | $78,419-56.9% | $133,956-74.8% | $73,409-54.0% |
| Participation rate | 95.8% | 78.6%+17.2pp | 79.8%+16.0pp | 72.2%+23.6pp |
| Annual return | 17.14% | 33.35%-16.2pp | 45.09%-27.9pp | 59.29%-42.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,210 | $3,925-18.2% | $5,048-36.4% | $3,805-15.7% |
| Admin fee / account holder | $126 | $161-21.7% | $8,927-98.6% | $158-20.0% |