Filed June 26, 2024 (most recent of 2 filings on file)
Total covered: 22 employees
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 25 · EIN 04-2647786 | Directed Trustee | -$15,039 |
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 | $82,832 | $80,005+3.5% | $140,016-40.8% | $55,725+48.6% |
| Participation rate | 99.3% | 87.0%+12.3pp | 87.5%+11.8pp | 70.9%+28.5pp |
| Annual return | -5.66% | 0.46%-6.1pp | 651.12%-656.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,201 | $3,403+23.5% | $5,606-25.1% | $2,078+102.1% |
| Participant deferral / active EE | $4,743 | $5,264-9.9% | $6,927-31.5% | $3,356+41.4% |
| Admin fee / account holder | -$19 | $116-116.5% | $10,705-100.2% | $115-116.5% |