Filed June 29, 2020 (most recent of 4 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 8-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 15 · EIN 39-0230590 | Recordkeeping | $24,609 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,194 | $123,793-70.8% | $177,821-79.6% | $79,858-54.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.62% | 22.82%-3.2pp | 48.32%-28.7pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,138 | $4,095-47.8% | $5,918-63.9% | $2,471-13.5% |
| Participant deferral / active EE | $3,014 | $5,956-49.4% | $7,714-60.9% | $3,740-19.4% |
| Admin fee / account holder | $218 | $7,243-97.0% | $12,427-98.2% | $5,306-95.9% |