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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 |
|---|---|---|
SCJ FIDUCIARY SERVICES2 years Service code 24 · EIN 83-1749176 | Discretionary Trustee | $27,500 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,216 | $101,317-84.0% | $146,958-89.0% | $74,495-78.2% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | -94.12% | 8730.91%-8825.0pp | 418.34%-512.5pp | 1364.94%-1459.1pp |
| Employer contribution / active EE | $17,898 | $3,810+369.7% | $4,933+262.8% | $2,623+582.4% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $111 | $1,739-93.6% | $12,998-99.1% | $1,942-94.3% |