Filed May 27, 2022
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 15 · EIN 13-3689044 | Recordkeeping | $20,341 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL Service code 27 · EIN 26-2409194 | Advisory (Plan) | $5,444 |
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 | $74,899 | $98,982-24.3% | $162,163-53.8% | $65,185+14.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.06% | 24.84%-1.8pp | 115.59%-92.5pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,781 | $3,467-19.8% | $5,614-50.5% | $2,177+27.8% |
| Participant deferral / active EE | $3,987 | $5,384-26.0% | $7,298-45.4% | $3,514+13.5% |
| Admin fee / account holder | $207 | $596-65.2% | $10,843-98.1% | $847-75.5% |