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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 60 · EIN 04-2647786 | Sub-TA Fees | $2,693 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $92,235 | $111,608-17.4% | $177,821-48.1% | $73,409+25.6% |
| Participation rate | 70.4% | 87.9%-17.5pp | 87.7%-17.3pp | 72.2%-1.8pp |
| Annual return | 15.07% | 18.23%-3.2pp | 48.32%-33.3pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,701 | $3,796-55.2% | $5,918-71.3% | $2,234-23.8% |
| Participant deferral / active EE | $3,274 | $6,199-47.2% | $7,714-57.6% | $3,805-14.0% |
| Admin fee / account holder | $4 | $166-97.6% | $12,427-100.0% | $158-97.5% |