Filed April 28, 2021 (most recent of 2 filings on file)
Total covered: 6 employees
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 13 · EIN 42-0127290 | Contract Administrator | $93,382 |
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 | $90,852 | $56,503+60.8% | $70,092+29.6% | $64,808+40.2% |
| Participation rate | 90.2% | 70.5%+19.7pp | 70.5%+19.7pp | 71.5%+18.8pp |
| Annual return | -5.39% | -13.44%+8.0pp | 190.73%-196.1pp | 32.82%-38.2pp |
| Employer contribution / active EE | $4,689 | $2,046+129.2% | $2,559+83.3% | $2,506+87.1% |
| Participant deferral / active EE | $2,721 | $3,389-19.7% | $3,849-29.3% | $4,310-36.9% |
| Admin fee / account holder | $129 | $160-19.4% | $6,267-97.9% | $188-31.2% |