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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 16-1450952 | Recordkeeping | $6,308 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,591 | $65,061-80.6% | $143,757-91.2% | $66,914-81.2% |
| Participation rate | 32.1% | 65.2%-33.1pp | 80.3%-48.2pp | 69.8%-37.7pp |
| Annual return | -19.44% | -11.14%-8.3pp | -0.04%-19.4pp | 1.58%-21.0pp |
| Employer contribution / active EE | $742 | $2,361-68.6% | $4,951-85.0% | $2,544-70.8% |
| Participant deferral / active EE | $1,262 | $2,919-56.8% | $5,637-77.6% | $4,237-70.2% |
| Admin fee / account holder | $223 | $502-55.6% | $14,673-98.5% | $593-62.4% |