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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 | $37,034 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $53,000 | $69,823-24.1% | $77,163-31.3% | $74,419-28.8% |
| Participation rate | 67.8% | 70.0%-2.2pp | 69.6%-1.8pp | 70.7%-3.0pp |
| Annual return | 9.00% | 19.98%-11.0pp | 37.87%-28.9pp | 34.38%-25.4pp |
| Employer contribution / active EE | $1,522 | $2,150-29.2% | $2,535-39.9% | $2,637-42.3% |
| Participant deferral / active EE | $2,383 | $3,558-33.0% | $3,833-37.8% | $4,528-47.4% |
| Admin fee / account holder | $35 | $398-91.2% | $5,472-99.4% | $348-90.0% |