Filed March 21, 2018
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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 27 · EIN 93-0987232 | Advisory (Plan) | $25,935 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,554 | $64,707+73.9% | $112,228+0.3% | $68,494+64.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 9.84% | -11.40%+21.2pp | 27.45%-17.6pp | -7.84%+17.7pp |
| Employer contribution / active EE | $5,604 | $2,746+104.1% | $3,635+54.2% | $2,596+115.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $157 | $5,232-97.0% | $6,410-97.6% | $5,403-97.1% |