Filed March 18, 2024
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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $65,063 | $41,467+56.9% | $67,313-3.3% | $55,725+16.8% |
| Participation rate | 79.2% | 62.5%+16.7pp | 69.1%+10.1pp | 70.9%+8.3pp |
| Annual return | -5.92% | 0.82%-6.7pp | -4.08%-1.8pp | 244.93%-250.8pp |
| Employer contribution / active EE | $2,415 | $1,316+83.4% | $2,566-5.9% | $2,078+16.2% |
| Participant deferral / active EE | $5,670 | $2,399+136.3% | $3,568+58.9% | $3,356+69.0% |
| Admin fee / account holder | $5 | $102-95.2% | $4,507-99.9% | $115-95.8% |