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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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $15,442 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,791 | $89,652-83.5% | $141,162-89.5% | $65,185-77.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 25.58% | 32.79%-7.2pp | 71.39%-45.8pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,161 | $3,065-62.1% | $4,735-75.5% | $2,177-46.7% |
| Participant deferral / active EE | $2,298 | $5,691-59.6% | $6,709-65.7% | $3,514-34.6% |
| Admin fee / account holder | $58 | $569-89.8% | $10,261-99.4% | $847-93.2% |