Filed December 27, 2016
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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 60 · EIN 04-2647786 | Sub-TA Fees | $37,007 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,137 | $61,156+71.9% | $185,823-43.4% | $79,386+32.4% |
| Participation rate | 91.3% | 66.6%+24.7pp | 81.7%+9.6pp | 70.7%+20.6pp |
| Annual return | 10.43% | 19.45%-9.0pp | 122.05%-111.6pp | 116.85%-106.4pp |
| Employer contribution / active EE | $2,467 | $2,321+6.3% | $5,167-52.3% | $2,427+1.6% |
| Participant deferral / active EE | $4,759 | $2,789+70.7% | $5,568-14.5% | $4,046+17.6% |
| Admin fee / account holder | $234 | $710-67.0% | $16,237-98.6% | $626-62.6% |