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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 01-0233346 | Recordkeeping | $12,648 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,885 | $61,214-31.6% | $83,333-49.7% | $56,287-25.6% |
| Participation rate | 32.2% | 72.6%-40.4pp | 77.8%-45.6pp | 69.9%-37.6pp |
| Annual return | -7.64% | 0.42%-8.1pp | 10.63%-18.3pp | -9.96%+2.3pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,588 | $5,091-68.8% | $5,565-71.5% | $3,350-52.6% |
| Admin fee / account holder | $13 | $512-97.4% | $7,510-99.8% | $521-97.5% |