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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 |
|---|---|---|
Filed as: BENEFITS PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $2,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $36,148 | $56,629-36.2% | $77,999-53.7% | $55,167-34.5% |
| Participation rate | 33.0% | 73.3%-40.3pp | 75.5%-42.6pp | 69.0%-36.0pp |
| Annual return | 15.91% | 2866.98%-2851.1pp | 425.96%-410.1pp | 169.23%-153.3pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $875 | $2,777-68.5% | $3,497-75.0% | $3,054-71.4% |
| Admin fee / account holder | $37 | $467-92.1% | $5,480-99.3% | $504-92.7% |