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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 15 · EIN 35-0145825 | Recordkeeping | $29,579 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $22,263 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,038 | $121,341-28.3% | $189,513-54.1% | $79,386+9.6% |
| Participation rate | 89.8% | 86.1%+3.7pp | 87.8%+2.0pp | 70.7%+19.1pp |
| Annual return | 13.63% | 21.08%-7.4pp | 555.15%-541.5pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,110 | $3,915-46.1% | $6,162-65.8% | $2,427-13.1% |
| Participant deferral / active EE | $3,499 | $6,395-45.3% | $8,221-57.4% | $4,046-13.5% |
| Admin fee / account holder | $184 | $651-71.8% | $12,045-98.5% | $626-70.7% |