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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 15 · EIN 35-0145825 | Recordkeeping | $11,194 |
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 | $22,999 | $55,453-58.5% | $170,442-86.5% | $62,292-63.1% |
| Participation rate | 70.7% | 66.4%+4.3pp | 83.6%-12.9pp | 69.5%+1.2pp |
| Annual return | 13.96% | 21.38%-7.4pp | 205.93%-192.0pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,208 | $2,164-44.2% | $5,433-77.8% | $2,042-40.8% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |