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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (pensi... | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,983 | $65,292-86.2% | $71,671-87.5% | $77,958-88.5% |
| Participation rate | 11.2% | 67.4%-56.2pp | 68.7%-57.6pp | 71.6%-60.5pp |
| Annual return | 23.06% | 21.25%+1.8pp | 20.65%+2.4pp | 20.87%+2.2pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $2,460-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $396 | $3,008-86.8% | $3,438-88.5% | $3,537-88.8% |
| Admin fee / account holder | $32 | $84-62.2% | $5,558-99.4% | $97-67.2% |