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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.
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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 13 · EIN 61-1256314 | Contract Administrator | $1,840 |
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 | $21,693 | $50,958-57.4% | $74,550-70.9% | $64,186-66.2% |
| Participation rate | 76.6% | 61.1%+15.6pp | 69.1%+7.5pp | 69.6%+7.1pp |
| Annual return | -7.19% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $941 | $1,115-15.7% | $1,961-52.0% | $2,381-60.5% |
| Participant deferral / active EE | $1,463 | $2,301-36.5% | $3,108-52.9% | $3,470-57.8% |
| Admin fee / account holder | $22 | $4,223-99.5% | $5,060-99.6% | $4,888-99.6% |