Filed October 17, 2024 (most recent of 2 filings on file)
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 15 · EIN 35-0145825 | Recordkeeping | $65,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,366 | $65,557-43.0% | $64,056-41.7% | $71,457-47.7% |
| Participation rate | 67.6% | 73.2%-5.5pp | 72.3%-4.7pp | 67.9%-0.3pp |
| Annual return | 9.61% | 18.94%-9.3pp | 33.69%-24.1pp | 28.85%-19.2pp |
| Employer contribution / active EE | $2,580 | $2,669-3.3% | $2,747-6.1% | $2,588-0.3% |
| Participant deferral / active EE | $2,612 | $3,626-28.0% | $3,880-32.7% | $4,289-39.1% |
| Admin fee / account holder | $1 | $616-99.8% | $3,068-100.0% | $1,587-99.9% |