Filed November 26, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $4,306 |
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 | $24,588 | $52,953-53.6% | $172,739-85.8% | $65,185-62.3% |
| Participation rate | 89.0% | 66.2%+22.8pp | 82.6%+6.4pp | 70.2%+18.8pp |
| Annual return | 20.59% | 30.12%-9.5pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,602 | $2,190-26.8% | $5,143-68.9% | $2,177-26.4% |
| Participant deferral / active EE | $1,695 | $2,471-31.4% | $5,198-67.4% | $3,514-51.8% |
| Admin fee / account holder | $27 | $472-94.4% | $13,954-99.8% | $847-96.9% |